Client Letter Modification to include Client DD Account info

Forum|Forum|4 years ago
February 4, 2022
2 replies
18 views

How do I get the clients direct deposit account information to appear on the client letter?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

@Accountant-Man arent you the letter editor guru?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dascpa

Level 11

Please verify. [@FDIBank]<@FDIBank>, routing #[@FDIRTN]<@FDIRTN>, account #[@FDIAcctNo]<@FDIAcctNo>

dascpa

Level 11

I should have said copy and paste the entire sentence into your letter. The "please verify" is part of my letter I send out to clients.

J

jimgaycpaAuthor

Level 3

Thanks! That works, but it also is printing a additional line saying the IRS will mail them a refund directly. How do I make that disappear? This is the text:

Your federal refund of $<@FDIEFRef> will be directly deposited in your bank account.
[@FDIEFDDNo] Please verify. [@FDIBank]<@FDIBank>, routing #[@FDIRTN]<@FDIRTN>, account #[@FDIAcctNo]<@FDIAcctNo>

Your refund of $<@FDIEFRef> will be mailed to you automatically by the Internal Revenue Service.
[@FDIBPREF]

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