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S
stweeds
Level 1
January 21, 2020
Question

Engagement letters

  • January 21, 2020
  • 2 replies
  • 8 views

How do we access the Lacerte default engagement letter and does anyone know where "Organizer Options" are?

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2 replies

George4Tacks
George4Tacks
Level 15
January 21, 2020

Always look to last year for the organizer. Click the organizer just to the right of the proform (18 -> 19) icon. There really is no default organizer, just some text to help with formatting. All of the options are there, most setup is when you click Print Paper Organizer. 

Answers are easy. Questions are hard!
    abctax55
    abctax55
    Level 15
    January 21, 2020

    There isn't a *default* engagement letter per se; you have to type in your own verbiage.

    It's in the organizer settings; you start in 2018 software to generate organizers:

    Tools > Organizer > Engagement Letter then start typing.  Beware that the word processor used by Lacerte is marginal (at best....)   You can try typing up your letter in Word, then cut/paste/modify.

     

     

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