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How do I remove the estimated payments portion of the client letter?

HectorG
Level 1

The estimated payments portion of the client letters confuses my clients. Is there a box that can be checked to remove this portion?  I would rather not delete everything line by line.  There has to be an easier way.

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1 Solution

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mojocpa
Level 7

Try settings, client letter, you want to edit the standard letter.

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4 Comments 4
mojocpa
Level 7

Try settings, client letter, you want to edit the standard letter.

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garman22
Level 13
Level 13

Hector, I use PS but I would imagine in Lacerte it would be close to same. In the estimated tax worksheet, there should be a box stating "Do Not Calculate Estimates". That should remove from client letter. 

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sjrcpa
Level 15
It will also remove them from the return. Not sure if that is what @HectorG wants.

Ex-AllStar
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garman22
Level 13
Level 13
this is true....but I have clients where estimates print out and I dont want them to. clicking that box should eliminate it from the client letter. this would not be a global function but a client by client basis.
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