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    How do I remove the estimated payments portion of the client letter?

    HectorG
    Level 1

    The estimated payments portion of the client letters confuses my clients. Is there a box that can be checked to remove this portion?  I would rather not delete everything line by line.  There has to be an easier way.

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    Accepted Solutions
    mojocpa
    Level 7

    Try settings, client letter, you want to edit the standard letter.

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    4 Comments 4
    mojocpa
    Level 7

    Try settings, client letter, you want to edit the standard letter.

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    garman22
    Level 13
    Level 13

    Hector, I use PS but I would imagine in Lacerte it would be close to same. In the estimated tax worksheet, there should be a box stating "Do Not Calculate Estimates". That should remove from client letter. 

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    sjrcpa
    Level 15
    It will also remove them from the return. Not sure if that is what @HectorG wants.

    The more I know the more I don’t know.
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    garman22
    Level 13
    Level 13
    this is true....but I have clients where estimates print out and I dont want them to. clicking that box should eliminate it from the client letter. this would not be a global function but a client by client basis.
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