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Organizer Letters
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amec
Level 4
11-16-2021
11:44 AM
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Is there a way to generate a client letter, like the kind that goes with the organizer, that instead lists the client's prior year information? For example, the client organizer cover letter says - please provide us with the following additional information, and then lists W-2s, 1099s, K-1s, etc. but these are non specific to the client. Is there a way that the listed items could be the W-2s by client employer from 2020, the 1099s received from payers in 2020, etc, instead of a generic list for all clients?
Seems like a nice little checklist for clients that don't seem to get tax organizers.
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DatabaseRobert
Level 4
12-28-2021
12:42 PM
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See also this thread, asking for essentially the same thing:
https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/one-page-organizer-list-of-documen...
Robert Kirk
LTUGtools
