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kmason367
Level 1
April 15, 2022
Question

client letter with tax summary

  • April 15, 2022
  • 1 reply
  • 4 views

I have looked everywhere for a client letter that shows tax summary...balance due or refund, etc.  Pleas help!!!

This topic has been closed for replies.

1 reply

J
jeffmcpa2010
Level 10
April 15, 2022

Open a client file

Tools>Letters>Manage Standard Letters>

Select the Letter to view - Standard Client Letter then click view, you can print it from there.

You can make it print with every return by

File>Print Options>Click on the Global Print Options in the upper left>Control which letters print.

 

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