Client letter customization for each client individually

[ScottThompson]

Can I add individual personalized client notes at end of client letter to each client individually, in PTO, like I could in Lacerte, without creating a whole new client letter template?

Thanks, Scott

[itonewbie]

Nope, at least not yet.  As you can probably tell, custom client letter is a brand new feature and it only works for federal returns but not states.  Hopefully, this will be enhanced over time.

[ScottThompson]

Gotcha.  Thanks!

[ELS VA]

I am having a struggle just getting simple things like salutation to work.........first year proseries.......not quite as easy to set up letters as I was used to doing...