Answered: Lacerte Letter Codes

nraines · ‎05-19-2020

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.

George4Tacks · ‎05-19-2020

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

Answers are easy. Questions are hard!

View solution in original post

George4Tacks · ‎05-19-2020

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

Answers are easy. Questions are hard!

Lacerte Letter Codes

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