Creating Custom Letters or Templates in Lacerte Tax Planner

The Basic Letter's keywords are set to show the first year's data from the plan. If you export a client from Lacerte 2024 to the Tax Planner, the first year will be 2024. This results in the letter showing amounts from the return instead of the planned amounts for next year.

This can be corrected by updating the keywords to use the second year in the plan:

1. Select the Reports menu
2. Select Letter/Document Setup....
3. Select Templates under the Letter Type:.
4. Select the Basic Letter.
5. Select Edit.
6. Highlight the Keyword in the letter (i.e.: Taxable Income or Tax Rate)
   • Include the brackets in your selection
   • Only one keyword may be changed at a time
   • You can highlight by double clicking on the Keyword.
7. Select Insert.
8. Select Keyword.
9. Select Worksheet Data from the Category list drop-down menu.
10. Select the appropriate Worksheet (i.e.: to edit Taxable Income or Total Tax select the US Main Summary worksheet.
11. Select the appropriate keyword under the Keyword section.
12. Select the Case # you would like the report to pull from.
13. Select the Tax Year you would like the report to pull from.
14. Select OK.
15. Repeat steps 6-14 for each keyword you need to update

1. Select the Reports menu
2. Select Letter/Document Setup
3. Select Custom under the Letter Type:
4. Select New, located on the right of the Letter Setup window
5. Select the radio button for Create a new blank letter/document
6. Select OK
7. Edit the letter to your desired specifications
8. Select the File menu
9. Select Save
10. Enter a new name for the template, or select a pre-existing template to overwrite

1. Select the Reports menu
2. Select Letter/Document Setup
3. Select Custom under the Letter Type:
4. Select New, located on the right of the Letter Setup window
5. Select the radio button for Create based on template
6. Select the desired template to use as a base for the new one
7. Select OK
8. Edit the letter to your desired specifications
9. Select the File menu
10. Select Save
11. Enter a new name for the template, or select a pre-existing template to overwrite

1. Select the Reports menu
2. Select Letter/Document Setup
3. Select Templates under the Letter Type:
4. Select New, located on the right of the Letter Setup window
5. Edit the template to your desired specifications
6. Select the File menu
7. Select Save
8. Select the desired type you wish to save the document as
9. Select OK
10. Enter a new name for the template, or select a pre-existing template to overwrite.