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Proconnect "Custom Client Letter"
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drtaxman
Level 2
04-03-2023
08:51 AM
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I received the following Suggestion (US - Ref #10593), "The paragraph in the client letter associated with the spouse's self-employed retirement plan deposits reflects total amounts, and does not separate non-designated Roth deposits from designated Roth deposits (refer to the worksheet generated for Schedule 1, Self-employed SEP, SIMPLE, and Qualified Plans. The "Custom Client Letter" screen can be used to adjust the self-employment retirement plan paragraph in the client letter to ensure that the spouse deposits correct amounts in the appropriate accounts."
I am told by customer service that this suggestion is carried over from Lacerte and this functionality does not currently exist in Proconnect. This functionality needs to be added to Proconnect, and in the meantime, this suggestion as well as any other suggestion related to Lacerte and telling us to do something that we cannot actually do in Proconnect, should not be appearing within Proconnect.
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