Cocogirl
Level 1
01-13-2020
06:42 PM
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Is there a way to enter an engagement letter in the entity modules as there is in the Organizer input for individuals?
2 Replies 2
George4Tacks
Level 15
01-13-2020
08:54 PM
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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.
ex-AllStar
abctax55
Level 15
01-13-2020
11:58 PM
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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.
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.
Former Chump..umm... AllStar.
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches