Client Engagement Letter Gift Tax Return Data Base Reports

[Bowie]

I would like to print my Gift Tax return engagement letters from the Gift Tax Module Data Base Reports Letters tab BUT the following codes do not work:

[CLIENTNAME]

[NAME]

These codes work just fine in all the other modules and just needs to be fixed in this module.  This is extremely frustrating because the only fix to this is manually typing the client name individually on every engagement letter before printing it.  Our firm workaround has been to create the Gift Tax Return engagement letter in Lacerte's Individual module data base reports letters tab but we shouldn't have to go to these efforts to generate an engagement letter using the correct module.

[harveyburger]

Where can i find the engagement letter in all the tax return modules?  I have not been able to find same.

Thanks

[Bowie]

In most every Lacerte Module you can create your own engagement letters.  From inside Lacerte, when you are looking just at the client list, click on Print from the top toolbar, Data Base Reports, and the Letters Tab.  There is one Default Custom letter that briefly explains how you can use key codes to populate any additional letters you create.  We create engagement letters in this section for all business entities and gift tax returns because Lacerte doesn't have organizers for these entity types.