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Date on Letter does not print

Taxes 27
Level 2

Shows a freeze print formula and will not allow changes????

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6 Comments 6
Just-Lisa-Now-
Level 15
Level 15

You've probably got the option to Freeze Date set in the options, when I had that marked, every new client would get that freeze date printout on the letter, Id have to open Client Status and uncheck the date box, I finally just unchecked it in the Options here

freezdate.png

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Taxes 27
Level 2

I did have it checked. Removed it restarted and it still does not print?

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jeffmcpa2010
Level 11

When I edit all the letters at the start of the season to make them read the way that fits me, I always delete the date on the letter.

 

There are times, where printing, and delivering are not compatible and I don't need to give clients a reason to ask questions about "how long it took to get to me"

Taxes 27
Level 2

I like that. Can you remind me how to edit my letters. Sorry very new to this.

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jeffmcpa2010
Level 11

>Tools

>Letters

>Manage Standard Letter

Highlight>Standard Client Letter

Two buttons down below - View or Edit, Select Edit.

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Taxes 27
Level 2

Thank You!!

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