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Separate state letter

Taxes2020
Level 1

How do you print a separate state letter in Lacerte?

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1 Solution

Accepted Solutions
kreinard
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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abctax55
Level 15

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

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
kreinard
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.

abctax55
Level 15

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

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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kreinard
Employee
Employee

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

Taxes2020
Level 1

Thanks for your help.  That worked great!!

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