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Payment/Estimate Due dates in letter

RTM
Level 2

Does Lacerte intend to change the filing, payment and estimated payment due dates associated with Keywords used in the Client letters?  IRS, and now several states, have postponed due dates and every letter we send out contains incorrect information.  I know we can override but have to do it using Custom Client Letter, one client at a time (so far as I know).  Not acceptable.

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6 Comments 6
George4Tacks
Level 15

Only Lacerte knows and they aren't sharing! 

https://proconnect.intuit.com/community/lacerte-discussions/discussion/re-lacerte-letter-due-date-ch...


Here's wishing you many Happy Returns
abctax55
Level 15

Wow... I didn't realize Lacerte hadn't updated for this yet..  /S

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
0 Cheers
FLBound
Level 2

Not acceptable at all.

0 Cheers
abctax55
Level 15

You're entitled to your opinion.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
Tambren
Level 3

You can override the tax return due date for the letter in the letter screen 5.1 but that only works if fed and state due date are the same, and it doesn't address the estimates, which I don't know of any way to override. 😞  Lacerte needs to provide an update for this. 

0 Cheers
George4Tacks
Level 15

I heard that they are gonna do it mañana.

 


Here's wishing you many Happy Returns