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Anniebells07
New Member
yesterday
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New to Lacerte Softwear, I need to change and add to the client letter, and need a step by step and also how to print Questionnaire's as well, Thank you 🙂
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abctax55
Level 15
yesterday
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Organizers are printed from the PRIOR year softwear (sic).
Maybe, just maybe, Intuit ( @Kathi_at_Intuit ) will let you access 2024 'just' to generate organizers? But you would only get blank/generic ones unless the 2024 return info was entered on a client by client basis.
Client letters are edited in (top menu bar) Settings > Client letter. Beware that the word processing format used by Lacerte is *very* cumbersome. I strongly suggest creating YOUR version by copying the default letter (that way you don't screw up the default letter & can resort to it if needed)
@George4Tacks - do you have any bookmarked snifty links with "step by step" instructions on editing client letters?
HumanKind... Be Both
