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JLuc09
Level 2
05-09-2024
12:25 PM
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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!
2 Comments 2
EllaQCPA
Level 3
05-17-2024
01:09 PM
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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
CPA Master of Accounting
JLuc09
Level 2
05-21-2024
07:54 AM
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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?
