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
- :
- Re: Client Letter changing the words you/your to client name? Keyword issue or?
Client Letter changing the words you/your to client name? Keyword issue or?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Dubalicious
Level 1
07-21-2022
09:47 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am having an issue with the client letter/text editor where all instances of "you/your" are being changed to using the taxpayer's first name - most of the time making it sound ridiculous.
Here are a couple examples....
My letter reads "we look forward to working with you" when I go to print it it reads "we look forward to working with DUBALICIOUS".
Where it reads "we are pleased to have you as a client" the printed version says "we are pleased to have DUBALICIOUS as a client."
I haven't worked on letters much in the past so I suspect it's related to a keyword or maybe a salutation input/override somewhere?
Would appreciate any help I can get, thanks!
Labels
1 Comment 1
George4Tacks
Level 15
07-21-2022
10:15 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
One change that would make the standard letter look better is to NOT USE ALL CAPS in screen1.
You would need to find the various paragraphs that you think look ridiculous and remove the [KEYWOR] and replace it with you/you or that which you find more acceptable.
Answers are easy. Questions are hard!
