sagarcpa
Level 4
11-15-2020
11:15 AM
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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!