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Level 1
May 19, 2020
Solved

Lacerte Letter Codes

  • May 19, 2020
  • 1 reply
  • 8 views

Is there a list of codes and descriptions for use in Lacerte Letters?  I would like something easily accessible for use in editing custom letters.  I can see codes in the Client Letter Setup and Database Reports Letters and deduce what they represent when they are obvious, or guess what they do, but it would be nice to have a list of actual descriptions.  To be clear, I am talking about codes such as [CLIENTNAME], [PREPNAME], [DATE], etc.

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Best answer by George4Tacks

You can access a listing in while using Settings > Client Letter

 

1 reply

George4Tacks
Level 15
May 19, 2020

You can access a listing in while using Settings > Client Letter

 

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