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Engagement letters
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stweeds
Level 1
01-21-2020
03:16 PM
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How do we access the Lacerte default engagement letter and does anyone know where "Organizer Options" are?
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George4Tacks
Level 15
01-21-2020
03:28 PM
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Always look to last year for the organizer. Click the organizer just to the right of the proform (18 -> 19) icon. There really is no default organizer, just some text to help with formatting. All of the options are there, most setup is when you click Print Paper Organizer.
Answers are easy. Questions are hard!
abctax55
Level 15
01-21-2020
03:32 PM
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There isn't a *default* engagement letter per se; you have to type in your own verbiage.
It's in the organizer settings; you start in 2018 software to generate organizers:
Tools > Organizer > Engagement Letter then start typing. Beware that the word processor used by Lacerte is marginal (at best....) You can try typing up your letter in Word, then cut/paste/modify.
HumanKind... Be Both
