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The letter could state how much of their Social Security was taxable. Too hard to say how much tax was paid on that one component of income.
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I reduced the client letter by eliminating the Federal Tax Summary and State Tax Summary pages. Just put paragraphs about Federal and State refunds or tax due. ...
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Several clients have tried to contact me by hitting replay on the intuit link email.I have added below my signature at the bottom of each email template:Do not ...
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It would be great if we could print the client letter into word to easily add information.
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Add a paragraph to the client letter stating the amount of SEP contribution for taxpayer and spouse.
