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Level 2
October 26, 2022
Question

Adding engagement letters to print with client returns

  • October 26, 2022
  • 1 reply
  • 5 views

When I am done with a return and I go to print it, I want it to automatically give me the option to print the customized letter for that client that I have created.

Can you assign an engagement letter to an individual or C-Corp when printing?

For example, in Drake you can assign the letters to all clients and when you go to print you have the option to print letters A, B, and C with the return. 

Ultimately is there a setting that allows you to print two or more custom letters for each individual client without manually changing it every time you go to print. 

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1 reply

sjrcpa
Level 15
October 26, 2022