jeffmcpa2010
Level 11
01-12-2022
10:00 AM
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You can make client letters print with the return or organizer:
Open a return / organizer or whatever.
Select Tools > Letters > Print with return setup
Click on Global Print options in the upper left > then "Control which letters print"
Select the return type or organizer, then select which letter and copy you want it to print with.
I thought about setting organizer to not print any pages and see if the letters would just print if I selected nothing else, but that was too much work for me. But the above is how you get a letter to print with all returns or all organizers.