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ProConnect Client Letters
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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!
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TaxPandaCPA
Level 4
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
Hope it helps. Thank you in advance for marking mine as your "BEST answer"!
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?
