Separate state letter

Forum|Forum|6 years ago
April 16, 2020
2 replies
18 views

How do you print a separate state letter in Lacerte?

Lacerte Tax

This topic has been closed for replies.

Best answer by kreinard

If you're wanting separate federal and state letters to print for each client you can do that through a setting. Click the Settings menu at the top of Lacerte, then select Client Letter. When it opens, click the Tools menu at the top of the screen, then select Letter Settings. Check the box for Separate State Letter and click OK to save.

abctax55

Level 15

Only way I know is to print just the state copy. Then the letter only has state info on it.

HumanKind... Be Both

kreinard

Answer

Employee

If you're wanting separate federal and state letters to print for each client you can do that through a setting. Click the Settings menu at the top of Lacerte, then select Client Letter. When it opens, click the Tools menu at the top of the screen, then select Letter Settings. Check the box for Separate State Letter and click OK to save.

abctax55

Level 15

3 plus decades with Lacerte... yet there's still something new to learn.

HumanKind... Be Both

kreinard

Employee

I've been with Lacerte for 38 years so don't feel too bad 🙂

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