Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Preparing the client letter.
Preparing the client letter.
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
kayercpa
Level 1
01-05-2021
12:59 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have 4 client letters for different purposes. Can I use word and import them into the Lacerte Client Letter.
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
George4Tacks
Level 15
01-05-2021
01:10 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Yes, BUT
You will still need to mess with formatting. Bitmaps are buggy. Some fonts may not work with Lacerte.
Open the default letter > Highlight verbage portion (you probably should keep the Dear, line and everything above > Press delete > Go to word and use Ctrl + A and Ctrl + C to copy > return to the default letter and use Ctrl +Z to paste > Edit a bit > Save As your description for Purpose 1. REPEAT
Good luck. There is an update expected later this week to correct some issues with the letter, so I would wait for the update before spending too much time. I print a few to pdf to see how they look before I begin wasting paper.
Answers are easy. Questions are hard!
