Skip to main content
Level 3
April 8, 2022
Question

In Lacerte, Is there a keyword for client letter for last digits of bank account to add to the client letter?

  • April 8, 2022
  • 1 reply
  • 7 views

I want to add to the client letter the last 3 or 4 digits from the client's bank account in the sentence telling the client about their refund or payment to be direct withdrawn for the refund or direct payment of taxes.

This topic has been closed for replies.

1 reply

Intuit Community Champion
April 15, 2022

Nope.  There is another report the "financial transaction summary," which details all the auto payments.  My Client Copy redacts the account number, but that might be because I redact SSN's.  Try creating an unredacted copy and see if that gives you what you're looking for.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*