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Level 3
September 6, 2023
Discussion ongoing

Correct Letter Type is selected when choosing "Print Acceptance Letter" in e-file Center view

Related products:Lacerte
  • September 6, 2023
  • 1 reply
  • 4 views

When selecting "print acceptance letter" from the client screen when in "e-file Center" view, the program should already select the type of letter based on the type of return. For example, when printing an acceptance letter for a charitable remainder trust, "Print Acceptance Letter" should automatically have "US-STI" selected as the letter type, not "Tax Return".  Similarly when selecting "Print Acceptance Letter" for an Extension, "Extension" should automatically be selected as the letter type, not "Tax Return".

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1 reply

September 25, 2023

Thanks for the idea for the program to pre-select the type of letter based on the type of return. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

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