Editing the organizer client or engagement letter in Lacerte
by Intuit• Updated 1 week ago
The organizer and e-organizer use the prior year information to base the current year data on. Therefore, the organizer and e-organizer can only be found in the prior year Lacerte program until the final release of the current year program.
For example, to send your clients organizers for tax year 2023, they would be based on the 2022 data, and sent from 2022 Lacerte. The organizer will be on the November release of the 2022 program (Proforma/Organizer release).
The client or engagement letter can include up to three pages of text to be printed with the organizer. You can create and customize up to 99 client letters.
The default letters are Single Window Default and Double Window Default.
Use the Client Letter for the following:
- As a reminder to clients about their next appointment
- As an instruction page, or
- As a summary of organizer contents
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