What determines which client letter is printed?

[bliebert]

Hi - we just started using Lacerte and when I print a 1040 client letter it provides a relatively unhelpful letter:

Enclosed for your review:
Form 1040 2019 U.S. Individual Income Tax Return

Each tax return or form listed above should be filed in accordance with the enclosed filing
instructions.

It looks like this is the text for the "Filing Instructions" letter and not the standard letter.  How do I get the standard letter to print by default?

[abctax55]

Top menu bar > Settings > Options > all the way to the left = Setup.  Go down to "Default Letter Folder".  1 should be the master/generic/default letter from Lacerte.

Bonus info 🙂

To create custom letters - Settings > Client letter.  You can create your own customized letters from there.  Be SURE to start a new one tho, don't edit the default one (or you'll regret it... been there, done that...)

[bliebert]

Thanks @abctax55, I have the default = 1 (Lacerte-provided), but it still prints from the "Filing Instructions" folder unless I go to screen 5.1, override "Filing instructions" = 2

This seems silly to have to do for every client. Am I missing something?

[abctax55]

Look under "items to print" to see if you have Client letter selected under "Client Correspondence"

[abctax55 · Accepted solution]

Oh... and to NOT have the filing instructions print  > settings > options > tax return > toggle between yes/no for filing instructions.

[bliebert]

Yes thanks @abctax55 this was exactly what was causing the issue.

It was confusing because my Master Options had Filing Instructions = No, but my personal settings had Filing Instructions = yes!

[abctax55]

YVW... between me & @George4Tacks  there's centuries of Lacerte expertise.  We are pretty good at making the software jump thru most hoops 🤣

[George4Tacks]

@abctax55 UGH! Centuries??? DAMN! You are right. Now, I really feel old. 

[fjordkarp42U]

I have tried everything you suggested, but client letter still has no summary information. Extremely frustrating over something that should be easy. Any help??

[abctax55]

Define the "summary info" you want/expect to see.

[fjordkarp42U]

The default letter essentially telling clients about refunds and estimated taxes/ 

[George4Tacks]

My guess is that you are printing the Main Form Filing Instructions and not the Client Letter