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- In Lacerte, Is there a keyword for client letter for last digits of bank account to add to the client letter?
In Lacerte, Is there a keyword for client letter for last digits of bank account to add to the client letter?
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maw10401
Level 2
04-08-2022
09:24 AM
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I want to add to the client letter the last 3 or 4 digits from the client's bank account in the sentence telling the client about their refund or payment to be direct withdrawn for the refund or direct payment of taxes.
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Karl
Level 8
04-15-2022
01:27 AM
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Nope. There is another report the "financial transaction summary," which details all the auto payments. My Client Copy redacts the account number, but that might be because I redact SSN's. Try creating an unredacted copy and see if that gives you what you're looking for.
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