Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- I am wondering if there is a way to create a new custom client letter that can be used across call clients.
I am wondering if there is a way to create a new custom client letter that can be used across call clients.
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
ASCPA
Level 2
05-07-2026
05:48 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
2 Comments 2
dascpa
Level 12
05-08-2026
07:58 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have for a zillion years. It's a pain but very doable. I keep it to one page, show balance due or refund summaries, show refund bank names, account numbers and routing numbers, etc. Use the codes and the insert paragraphs on the right side of the editor to assist.
