reneperdue1
Level 1
‎12-07-2019
04:31 AM
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My client letters do not contain the correct options necessary to inform the client about their obligations, i.e. excess IRA contributions. Is there a way to restore the original Lacerte standard letter to start all over again on my customizations?
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sjrcpa
Level 15
‎12-07-2019
04:31 AM
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2 Replies 2
sjrcpa
Level 15
‎12-07-2019
04:31 AM
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George4Tacks
Level 15
‎12-07-2019
04:31 AM
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Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year.
ex-AllStar