Client Cover Letter - Full summary instructions included

Forum|Forum|5 years ago
February 6, 2021
1 reply
12 views

I am trying to get all of the instructions for Federal and States including estimated payments, etc. on the main cover letter for our tax returns. However, it keeps only summarizing information and including separate filing instruction pages for all returns. How do I get it all summarized on the cover letter only? Thanks for your help!

Lacerte Tax

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George4Tacks

Level 15

My guess is that you need to work with the Settings > Options > Items to print. You need to lay out for each of the five copies, what gets printed and in what order. I don't use slip sheets and I think you have them in the mix. Here is a part screen of my client copy

Notice the Move Up and Move Down which lets you organize the order things are printed. Also the drop downs for choices at the bottom. You need to play with these. Print to pdf and see if they are what you want. As the year progresses your impressions of what you have done will change and you can refine it. As the program comes out of the ether, it does a pretty fair job, but you can tweet to suit your wants.

Answers are easy. Questions are hard!

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