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Client Engagement Letter Gift Tax Return Data Base Reports
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Client Engagement Letter Gift Tax Return Data Base Reports
Client Engagement Letter Gift Tax Return Data Base Reports
Submitted by Bowie 3 weeks agoI 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.
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