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R
realestateacct
Level 1
August 5, 2022
Discussion ongoing

Partnership letters

Related products:Lacerte
  • August 5, 2022
  • 1 reply
  • 0 views

It should be possible to send a customized letter to the partners in each partnership separate from the K1 transmittal. This would be helpful in handling notices regarding tax issues and also helpful to clients wanting to obtain consents from the partners. 

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1 reply

A
Anonymous
September 6, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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