Separate state letter

[Taxes2020]

How do you print a separate state letter in Lacerte?

[abctax55]

Only way I know is to print just the state copy.  Then the letter only has state info on it.

[kreinard · Accepted solution]

If you're wanting separate federal and state letters to print for each client you can do that through a setting. Click the Settings menu at the top of Lacerte, then select Client Letter. When it opens, click the Tools menu at the top of the screen, then select Letter Settings. Check the box for Separate State Letter and click OK to save.

[abctax55]

3 plus decades with Lacerte... yet there's still something new to learn.

[kreinard]

I've been with Lacerte for 38 years so don't feel too bad 🙂

[Taxes2020]

Thanks for your help.  That worked great!!