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Engagement letter for entities

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Cocogirl
Level 1

Is there a way to enter an engagement letter in the entity modules as there is in the Organizer input for individuals?

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2 Replies 2
All-Star

Since there is no organizer, the short answer is NO.  You could add it as a part of the Final Paragraph in the Client Letter. It would probably be much better to just do a Word Document with Mail Merge from data exported from the program.

 

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All-Star
I create a second letter on client letters (calling it engagement letter).
Then change the settings to point to THAT letter & print/pdf the letter for all clients. Then switch the setting back to the original letter for creating the tax return.
Teach a man (or woman) to fish....
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