Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Organizer Letters
Organizer Letters
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
amec
Level 4
11-16-2021
11:44 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to generate a client letter, like the kind that goes with the organizer, that instead lists the client's prior year information? For example, the client organizer cover letter says - please provide us with the following additional information, and then lists W-2s, 1099s, K-1s, etc. but these are non specific to the client. Is there a way that the listed items could be the W-2s by client employer from 2020, the 1099s received from payers in 2020, etc, instead of a generic list for all clients?
Seems like a nice little checklist for clients that don't seem to get tax organizers.
Labels
1 Comment 1
DatabaseRobert
Level 4
12-28-2021
12:42 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
See also this thread, asking for essentially the same thing:
https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/one-page-organizer-list-of-documen...
Robert Kirk
LTUGtools
