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barbcpa
Level 3
December 7, 2019
Solved

Can i restore Lacerte standard client letter

  • December 7, 2019
  • 2 replies
  • 12 views

My client letters do not contain the correct options necessary to inform the client about their obligations, i.e.  excess IRA contributions.  Is there a way to restore the original Lacerte standard letter to start all over again on my customizations?

This topic has been closed for replies.
Best answer by sjrcpa

Yes. In Client Letter Setup, Tools, Restore Default Text

2 replies

sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

Yes. In Client Letter Setup, Tools, Restore Default Text

The more I know the more I don’t know.
F
fjordkarp42U
Level 3
February 27, 2022

where is Client letter setup???

George4Tacks
George4Tacks
Level 15
December 7, 2019

Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year. 

Answers are easy. Questions are hard!
F
fjordkarp42U
Level 3
February 27, 2022

"Transfer Prior Year Settings" is greyed out

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