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Separate state letter

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Level 1

How do you print a separate state letter in Lacerte?

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Employee
Employee

If you're wanting separate federal and state letters to print for each client you can do that through a setting. Click the Settings menu at the top of Lacerte, then select Client Letter. When it opens, click the Tools menu at the top of the screen, then select Letter Settings. Check the box for Separate State Letter and click OK to save.

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Level 15

Only way I know is to print just the state copy.  Then the letter only has state info on it.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
Highlighted
Employee
Employee

If you're wanting separate federal and state letters to print for each client you can do that through a setting. Click the Settings menu at the top of Lacerte, then select Client Letter. When it opens, click the Tools menu at the top of the screen, then select Letter Settings. Check the box for Separate State Letter and click OK to save.

View solution in original post

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Level 15

3 plus decades with Lacerte... yet there's still something new to learn.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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Employee
Employee

I've been with Lacerte for 38 years so don't feel too bad 🙂

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Level 1

Thanks for your help.  That worked great!!

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