Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    ProConnect Client Letters

    JLuc09
    Level 2

    Is there a way to create a new custom template that is completely blank to start? I am trying to create a cover sheet for our tax folders that would print with the returns. I would like it to just print our firm name and the client name and address. It doesn't appear to be an option. I tried to create a custom one based on the Client Letter Template but it does not allow me to delete the State Tax Information. Please help!

    0 Cheers
    2 Comments 2
    TaxPandaCPA
    Level 4

    YES you can , start with the left bar Intuit Link - click "settings" on the right next to request new request, scroll down to customer templates and you can create your own. best of luck

    Hope it helps. Thank you in advance for marking mine as your "BEST answer"!
    JLuc09
    Level 2

    I need a custom letter to print with the tax return, not to be sent via the link. Are you able to do create one to print? 

    0 Cheers