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joshuabarksatlcs
Level 9
February 9, 2023
New

Lacerte: Standard paragraphs than can be pulled into the Custom Client Letter (Screen 5.2)

Related products:Lacerte
  • February 9, 2023
  • 0 replies
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Years ago (could be the DOS days), Lacerte allowed users to set up standard paragraphs under codes [MISC1] and [MISC2], and when the code is placed in the custom client letter, the pre-set, standard paragraphs would be pulled onto the letter.

Then, the custom client letter capability got expanded.  User can now set up multiple letters, and  MISC1 and MISC2 can be set up as a note (Screen 47) for a particular client. 

For Example, I have special instructions for clients who file Form 114.  The instructions are standard.  I have to save the standard instructions on a special WORD file, and copy and paste on the client's Note (Screen 47).  But then, the placement on the letter is limited.  (Below the salutation for Misc1 and before the sayonara for Misc2).   Another issue is that I have multiple Client letters (Pape file; EFile with check payment; EFile with electronic ES payments....  Yes, I got carried), and to expand them into WITH 114 and WITHOUT 114 would be a pain in the tax season.

So, I hereby suggest Lacerte to bring back ALSO the old [Misc1] and [Misc2] concept, and allow users to set up and define global paragraphs that can be pulled into the custom client letter.  

 

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