The default letter to client about paying tax due still uses only paying by check? why can't it include instruction to pay online as well?
It would be nice for Proseries to get caught up with digital and have it revised to say that Online payment option instead of writing a check.
I probably could change the default, but i have to figure it out. If you know please drop a note.
thanks
@dbtaxsolutions Hang with me, and don't be fearful. you can always restore the original client letter.
Tools>>>>>Letters>>>>>Manage Standard Letters>>>Standard Client Letter>>>> I know you are getting uneasy, but bear with me;>>>>>>EDIT
And up pops the standard plain boring letter. At the right side of that screen, there is a list of prompts, etc. At the bottom of those prompts, you will see 4 tabs: Fed Codes, FED paragraph, State Codes, State Paragraph. Click on the 2nd tab>>.Fed Paragraph. The heading at the top of this tab is "Letter Paragraphs" The choices below are in alphabetical order...so kinda move your mouse down to the option that says "other Payment methods" Hover your mouse over that, and see if that is what you are looking for.
Almost there. So back to the letter. Hit the Preview option (magnifying glass), and determine where you want this paragraph inserted. once you have located where you want those instructions to be, close preview, and put your mouse there (against the left edge of course), and maybe hit enter a couple of times, so that your cursor is kinda all by itself. Now, mouse back to :other payment methods. Right Click on it, and choose INSERT, bingo, it's there, go back over to the letter, find your inserted paragraph, and delete the trigger wording [@FDIOthPmtMeth].
go up to top and hit the save button. it's in there forever more.
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