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jra1
Level 3
March 13, 2022
Question

Is it possible for the Corporate Client Letter to Include a Pension Payable $ amount?

  • March 13, 2022
  • 1 reply
  • 3 views

We have a Corporate client and the return has an accrued pension amount.  Is it possible for the letter to reflect that $ amount to remind our client that amount needs to be paid?

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1 reply

joshuabarksatlcs
joshuabarksatlcs
Level 9
March 13, 2022

Lacerte allows customization of the client letter.  For corporation, it's on Screen 5.2.   Very user friendly.  You can add anything to the standard letter you've set up.  You can even add a line to remind your client to feed the dog.

If by "is it possible", you were asking about the above.

 

I come here for kudos and IRonMaN's jokes.
    J
    jra1Author
    Level 3
    March 15, 2022

    This worked "perfectly". Thank you for the help

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