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OREGON CAT

Tracey1
Level 3

Does anyone know how to get the Oregon CAT filing/paying instructions to print on the client letter without having to check boxes for "filing instructions"...trying to make it very clear for clients on one page of a standard client letter regarding efiling federal, oregon, other states, payments and the Oregon CAT filing/paying instructions.  Lacerte has it listed as mailing the CAT form in with payment but, please correct me here, I was under the impression clients were required to pay through their ODR revenue online accounts. I tried monkeying with the filing instructions but wasn't able to find a "keyword" that would automate the CAT tax due within the letter options.  Anyway, if you have suggestions go for it I'm listening. just remember...i'm not the sharpest tool in the shed.

thanks!

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