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Level 1
February 11, 2021
Question

Can i add a paragraph to the Federal and state filing instructions letter?

  • February 11, 2021
  • 1 reply
  • 11 views
I would like to add a paragraph in the filing instructions about the direct pay option. I see that you can edit the letter but can you edit the filing instruction sheet?
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1 reply

George4Tacks
Level 15
February 11, 2021

Yes, they are part of the Settings > Client Letter Setup > Filing Instructions

Answers are easy. Questions are hard!
Level 5
June 10, 2021

George,

 I want to edit the FEDERAL FILING INSTRUCTIONS, not the client letter.  This does not correspond to the FEDERAL FILING INSTRUCTIONS sheet that is printed with the tax return.  It has the heading ELECTRONICALLY FILED, SIGNATURE, FORM TO FILE, PAYMENT, WHEN TO FILE, WHERE TO FILE.  I need to let clients know they have until October 15 to file but pay without penalty and interest; they need to pay before June 15. (Texas)

George4Tacks
Level 15
June 10, 2021

Roz2,

 I hate to be redundant, but "Yes, they are part of the Settings > Client Letter Setup > Filing Instructions" What is there is very sparse, but that  is where you would add statements.

You may also notice tabs in the section. You can create special client letter/Filing instructions and they refer to them in Screen 5 > Client Letter > First entry "

Folder Number (99 for Spanish,-1 to omit letter) [O]

Client Letter Screen 5; Code 2

This entry overrides the default client letter folder set in User Options. Enter the number of the folder that contains the client letter to print for this client only, or enter 99 to print the Lacerte default letter (folder 1) in Spanish instead of English. Enter -1 to omit the client letter for this client only.

Note: To omit the client letter for all clients, access the Items to Print tab in User Options and set the Client Letter option to "No" for the applicable return type(s)."

In that way you can have one specific to this somewhat unusual situation for this year.  I will take some real fiddlin' around, but I am sure you can make it work

Answers are easy. Questions are hard!