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Engagement letters

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Level 1
last updated ‎January 21, 2020 3:16 PM

How do we access the Lacerte default engagement letter and does anyone know where "Organizer Options" are?

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Level 15
last updated ‎January 21, 2020 3:16 PM

Always look to last year for the organizer. Click the organizer just to the right of the proform (18 -> 19) icon. There really is no default organizer, just some text to help with formatting. All of the options are there, most setup is when you click Print Paper Organizer


ex-AllStar
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Level 15
last updated ‎January 21, 2020 3:16 PM

There isn't a *default* engagement letter per se; you have to type in your own verbiage.

It's in the organizer settings; you start in 2018 software to generate organizers:

Tools > Organizer > Engagement Letter then start typing.  Beware that the word processor used by Lacerte is marginal (at best....)   You can try typing up your letter in Word, then cut/paste/modify.

 

 

Former Chump... umm.... AllStar.
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Level 1
last updated ‎January 21, 2020 3:16 PM
 
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