Client Letters

Forum|Forum|2 years ago
November 30, 2023
1 reply
14 views

HI again! I am creating our own letters - I have figured out how to use the insert codes - however some of them are not getting the data from the clients file - namely the amount of their refund - it comes up with 0.00 - but it is not the correct amount.. I have tried copying from part of the existing letter that works but can not make it work. what am I missing?

ProSeries Professional

This topic has been closed for replies.

Best answer by dascpa

Here are samples from my own custom letter:

[@FDIEFApp] $<@FDIEFApp> overpayment will be applied to your <@FDINxtYear> estimated taxes.
[@FDIEFDDep] $<@FDIEFRef> overpayment will be refunded.
[@FDIEFDDNo] $<@FDIEFRef> overpayment will be refunded.
[@FDIAppEst] $<@FDIAppEst> overpayment will be applied to your <@FDINxtYear> estimated taxes.
[@FDIEFDwP] $<@FDIEFDwP> balance due payable to the U.S. Treasury.
[@FDINoTax] There is no tax due or refund with this income tax return.
[@FDIEFNoTax] There is no tax due or refund with this income tax return.

I also add in the direct deposit info into my letter.

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

dascpa

Level 11

Refund or balance due items in the Client Letter are dependent upon whether the return is e-filed or mailed in. There are different codes. Also make sure you have the proper [ ] and < > arguments listed.

E

EricaRFAuthor

Level 3

I am using a client from 2022 that has efiled - when I use the preformatted letter - there are dollar amounts in them. When I copy the codes from that letter and insert them into the letter that I am creating it works - but the all the dollar amounts are $0.00. I am copying directly from the form letter that it has more than $0.00 - I see that there are other "commands codes" near where those dollar amounts are and I have tried copying them as well - but still get $0.00

dascpaAnswer

Level 11

Here are samples from my own custom letter:

[@FDIEFApp] $<@FDIEFApp> overpayment will be applied to your <@FDINxtYear> estimated taxes.
[@FDIEFDDep] $<@FDIEFRef> overpayment will be refunded.
[@FDIEFDDNo] $<@FDIEFRef> overpayment will be refunded.
[@FDIAppEst] $<@FDIAppEst> overpayment will be applied to your <@FDINxtYear> estimated taxes.
[@FDIEFDwP] $<@FDIEFDwP> balance due payable to the U.S. Treasury.
[@FDINoTax] There is no tax due or refund with this income tax return.
[@FDIEFNoTax] There is no tax due or refund with this income tax return.

I also add in the direct deposit info into my letter.

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

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