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ggueldner
Level 1
February 8, 2025
Question

how to set up standard client letter with return?

  • February 8, 2025
  • 1 reply
  • 5 views
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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    February 8, 2025

    https://accountants.intuit.com/support/en-us/help-article/feature-preferences/adjusting-user-options-lacerte/L4NR8RjpU_US_en_US?uid=m6we3ubz Look at 

    How to customize items to print

    You can them set up the items to print and move them up or down to get the correct print order. You can also adjust some defaults in the drop downs at the bottom of the screen. e.g. My Government Copy is shown here and it really is the "stuff" I give the client to act on - My bill - 8879 forms to give back to me - Everything to do their estimate payments As setup in this screen

    Short answer for your question is just go to the Copy you want and check the box for Client Letter in the Client Correspondence list.  I also like to include the Tax Summary & Tax Payments found in General

    Spend some time with this and fine tune to be what you want for each of the Copy that can be printed. 

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