pdbill's Posts

pdbill · ‎02-06-2020

After spending 8 hours on this issue today it was determined that only a few of the "placeholders" with database information work. If you one that does not work will not get any of the information. N...

After spending 8 hours on this issue today it was determined that only a few of the "placeholders" with database information work. If you one that does not work will not get any of the information. No one at Lacerte actually knows which ones work and were not willing to escalate and my request for a list of the working placeholders. The $client_name$ in the tips does not work. the following appears to work [CLIENTNAME] [CLIENTADDRESS] [CLIENTCITY], [CLIENTSTATE] [CLIENTZIP] [CLIENTCOUNTRY][FIRMNAME] [FIRMADDRESS] [FIRMCITYSTATE][FIRMZIP] [NAME]:

pdbill · ‎02-06-2020

The Engagement letters for the tax organizer correctly insert the client name and other information in the engagement letter. Adding the same letter to the intuit link-template does nothing you get t...

The Engagement letters for the tax organizer correctly insert the client name and other information in the engagement letter. Adding the same letter to the intuit link-template does nothing you get the placeholder descriptions only. there is a tip in the app that mentions $ as placeholders but they do not work. The instructions on the website and videos are all wrong and don't work. does anyone have any updated instructions on composing as a letter that correctly inserts the client and firm information in the LINK engagement letter?

pdbill's Posts

pdbill's Posts

Re: Intuit Link Engagement letters

Intuit Link Engagement letters

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