Client Letter Template

[ctongish]

I'm trying to change the template of my client letter. I do not print this until after I have already e-filed their return, so I changed the text to say, your Federal Return has been e-filed, instead of it will be e-filed.

Where do I change this for the state? I don't see it at all. There is Global State Return, but that is not where it says that.

I am also not able to change how any text is aligned. For instance, I can not center my firm name at the top.

[itonewbie]

Don't think you can do it at this time.  Custom client letter is a new feature in ProConnect Tax.

The structure of ProConnect Tax's custom client letter mirrors exactly that of Lacerte (which is the engine under the hood).  In Lacerte, there is a State section that contains each state's client letter, which users can customize, but this is missing in ProConnect Tax.

Give it time and ProConnect Tax may catch up.

[kelmelsd]

Same here.  I would really like to see this feature.

[JLuc09]

Same here. I am hoping they will allow access to change the State portion as well.