Organizer Previous Year's Client Letter

[ginamarie7]

Can someone tell me where to find the previous year's client tax letter. We add information to it and when I went to the 2021 Organizer to print the client letter it says it can't find the letter. I was just wondering if anyone knows what directory I can find the letter in? Thanks

[TaxMom12 · Accepted solution]

Lacerte 2021 asked me if I wanted to import organizer settings from 2020 or if I wanted to use default settings. I chose import 2020 and all of my prior year letter settings etc are there. 

Maybe you need to make a small change to your 2020 letter and then when opening 2021 it will allow you to import prior year. 

[ginamarie7]

Thank you I will give that a try and see if it works.

[ginamarie7]

Thanks that worked.  Have an Awesome Day!

[DatabaseRobert]

And if you missed doing it on the initial entry to the Organizer program, I believe you can go to one of the menu items (or icons, I don't recall), and choose to import the prior year, NOW.  (Or "again", if you did do it then, or since.)



Robert Kirk
Rockville, MD