sagarcpa
Level 4

Yes, I do use the PS letters and am using for the Organizer and Engagement Letters.  Haven't been able to get it to work with multiple states though.  Was looking for a quick filter to create a report so that I can add the extra states to the clients that I do multiple state preparation for.  Thanks to Lisa below I am going to filter the EF Center for the info I need.  Let me know if you get the letters to work, I would be very interested in how you do that for multiple states!

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