Client Letter

EricRoss CPA · ‎03-08-2021

The client letter MUST be enabled to be customized. Period

IntuitGabi · ‎06-08-2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

IntuitGabi · ‎07-07-2023

The enhancement idea to Add customization options for the client letter is currently Under review and the team is researching next steps. Thanks for the votes and additional comments.

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

IntuitGabi · ‎08-28-2023

This idea has been implemented. Thanks for your idea and votes. See this article on Creating and using custom client letters in ProConnect Tax

Client Letter

Client Letter

Client Letter

Freeze returns once filed

Import Function

email encrypted K-1 packages to each Member of an LLC

Fix this idea exchange (can't see any posts past the first page!)

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