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    Lacerte Letter Codes

    nraines
    Level 1
    ‎05-19-2020 12:18 PM

    Is there a list of codes and descriptions for use in Lacerte Letters?  I would like something easily accessible for use in editing custom letters.  I can see codes in the Client Letter Setup and Database Reports Letters and deduce what they represent when they are obvious, or guess what they do, but it would be nice to have a list of actual descriptions.  To be clear, I am talking about codes such as [CLIENTNAME], [PREPNAME], [DATE], etc.

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    George4Tacks
    Level 15
    ‎05-19-2020 01:46 PM

    You can access a listing in while using Settings > Client Letter

    KEYWORD.JPG

     


    Answers are easy. Questions are hard!

    View solution in original post

    1 Comment 1
    George4Tacks
    Level 15
    ‎05-19-2020 01:46 PM

    You can access a listing in while using Settings > Client Letter

    KEYWORD.JPG

     


    Answers are easy. Questions are hard!
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