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Level 4
February 21, 2022
Solved

Client letter

  • February 21, 2022
  • 1 reply
  • 9 views

When using esignature the client copy of the tax return does not include the client letter.  I also save the preparer copy to my external drive and that copy does not include the client letter.  Without the letter the client does not have a summary of his tax liability or refund.  

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Best answer by clr600

Got to File/Print Options/Global Print Options/ Control Which Letters to Print. Then check off the letter to print and where to print.

1 reply

clr600
clr600Answer
Level 7
February 21, 2022

Got to File/Print Options/Global Print Options/ Control Which Letters to Print. Then check off the letter to print and where to print.

Level 4
February 21, 2022

Thank you for the quick response.  Not sure why that setting did not carry over from my 2020 proseries.