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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Re: Adding engagement letters to print with client returns
Adding engagement letters to print with client returns
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Hailey Hurt
Level 1
10-26-2022
11:12 AM
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When I am done with a return and I go to print it, I want it to automatically give me the option to print the customized letter for that client that I have created.
Can you assign an engagement letter to an individual or C-Corp when printing?
For example, in Drake you can assign the letters to all clients and when you go to print you have the option to print letters A, B, and C with the return.
Ultimately is there a setting that allows you to print two or more custom letters for each individual client without manually changing it every time you go to print.
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sjrcpa
Level 15
10-26-2022
12:05 PM
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Asking once is enough.
The more I know, the more I don't know.
