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J
Jhoxsie
Level 1
February 17, 2026
New

Need PTE instructions to flow to the client letter if PTE estimates have been selected.

Related products:ProSeries
  • February 17, 2026
  • 0 replies
  • 6 views

The client letter needs to have the instructions regarding the state PTE estimated payment amounts and due dates. Nothing flows to the client letter when estimates are selected. I reached out to Proseries said they said this is not currently an option.

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