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ScottThompson
Level 2
February 5, 2024
Question

Client letter customization for each client individually

  • February 5, 2024
  • 2 replies
  • 12 views

Can I add individual personalized client notes at end of client letter to each client individually, in PTO, like I could in Lacerte, without creating a whole new client letter template?

Thanks, Scott

    This topic has been closed for replies.

    2 replies

    itonewbie
    itonewbie
    Level 15
    February 5, 2024

    Nope, at least not yet.  As you can probably tell, custom client letter is a brand new feature and it only works for federal returns but not states.  Hopefully, this will be enhanced over time.

    ---------------------------------------------------------------------------------Still an AllStar
      S
      ScottThompsonAuthor
      Level 2
      February 5, 2024

      Gotcha.  Thanks!

        E
        ELS VA
        Level 4
        February 5, 2024

        I am having a struggle just getting simple things like salutation to work.........first year proseries.......not quite as easy to set up letters as I was used to doing...

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