Is there a way to generate a client letter, like the kind that goes with the organizer, that instead lists the client's prior year information?  For example, the client organizer cover letter says - please provide us with the following additional information, and then lists W-2s, 1099s, K-1s, etc. but these are non specific to the client.  Is there a way that the listed items could be the W-2s by client employer from 2020, the 1099s  received from payers in 2020, etc, instead of a generic list for all clients?

Seems like a nice little checklist for clients that don't seem to get tax organizers.