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Can i restore Lacerte standard client letter

reneperdue1
Level 1

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

Yes. In Client Letter Setup, Tools, Restore Default Text


ex-AllStar

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sjrcpa
Level 15

Yes. In Client Letter Setup, Tools, Restore Default Text


ex-AllStar

View solution in original post

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George4Tacks
Level 15

Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year. 


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