Client Letter Template

Forum|Forum|2 years ago
February 3, 2024
2 replies
16 views

I'm trying to change the template of my client letter. I do not print this until after I have already e-filed their return, so I changed the text to say, your Federal Return has been e-filed, instead of it will be e-filed.

Where do I change this for the state? I don't see it at all. There is Global State Return, but that is not where it says that.

I am also not able to change how any text is aligned. For instance, I can not center my firm name at the top.

This topic has been closed for replies.

itonewbie

Level 15

Don't think you can do it at this time. Custom client letter is a new feature in ProConnect Tax.

The structure of ProConnect Tax's custom client letter mirrors exactly that of Lacerte (which is the engine under the hood). In Lacerte, there is a State section that contains each state's client letter, which users can customize, but this is missing in ProConnect Tax.

Give it time and ProConnect Tax may catch up.

---------------------------------------------------------------------------------Still an AllStar