What determines which client letter is printed?

Forum|Forum|4 years ago
August 2, 2021
1 reply
13 views

Hi - we just started using Lacerte and when I print a 1040 client letter it provides a relatively unhelpful letter:

Enclosed for your review:
Form 1040 2019 U.S. Individual Income Tax Return

Each tax return or form listed above should be filed in accordance with the enclosed filing
instructions.

It looks like this is the text for the "Filing Instructions" letter and not the standard letter. How do I get the standard letter to print by default?

Lacerte Tax

This topic has been closed for replies.

Best answer by abctax55

Oh... and to NOT have the filing instructions print > settings > options > tax return > toggle between yes/no for filing instructions.

abctax55

Level 15

Top menu bar > Settings > Options > all the way to the left = Setup. Go down to "Default Letter Folder". 1 should be the master/generic/default letter from Lacerte.

Bonus info 🙂

To create custom letters - Settings > Client letter. You can create your own customized letters from there. Be SURE to start a new one tho, don't edit the default one (or you'll regret it... been there, done that...)

HumanKind... Be Both

B

bliebertAuthor

Level 2

Thanks @abctax55, I have the default = 1 (Lacerte-provided), but it still prints from the "Filing Instructions" folder unless I go to screen 5.1, override "Filing instructions" = 2

This seems silly to have to do for every client. Am I missing something?

abctax55

Level 15

Look under "items to print" to see if you have Client letter selected under "Client Correspondence"

HumanKind... Be Both

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