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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Proseries Basic - Issues with Standard Client Letter
Proseries Basic - Issues with Standard Client Letter
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scscpa
Level 1
02-04-2024
04:43 PM
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Anyone else having issues with the standard client letter this year? Whenever I prepare a letter with a Federal and State return individual return I get a @NYIForm printing in the middle of the letter (just below "Form 1040 Federal Individual Income Tax Return") as well as @FDITotVch (right below Form IT-201 NY Resident Income Tax Return and a @NYITotVch. The client has no Federal or State estimates yet the client letter also shows Fed and State estimates were prepared. I even went in and x'd the box to prevent 2024 estimates and this still shows up!
I've used Proseries for years and never had this issue. I tried editing the letter to delete these and end up with an illegible client letter.
Also the Federal tax summary used to be Page 2 and State summary page 3. Now they are both on Page 2 and the spacing between them is too close.
I've updated the program and refreshed updates as well.
