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E
Elk
Level 2
April 6, 2021
Question

client letter

  • April 6, 2021
  • 1 reply
  • 8 views

How do i get the client letter to include the amount of penalties and interest in the balance due stated in the client letter.

This topic has been closed for replies.

1 reply

sjrcpa
sjrcpa
Level 15
April 6, 2021

Do you have the interest and penalty calculated as part of the return? If yes, the balance due in the letter should include them.

The more I know the more I don’t know.
E
ElkAuthor
Level 2
April 6, 2021

The program is calculating the penalties and interest but only showing the tax in the letter.  however, i am doing a 1040X and i wonder if that makes a difference. It shouldn't since the summaries both show the penalty and interest calculations. 

It just creates additional conversation with clients when the letter does not equal the tax return or the summaries, and they have to call to find out what amount to pay. 

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