Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

When scheduling a tax appointment in Lacerte do I have to enter a date and time?

scruz
Level 1

I want to send a tax appointment letter to clients who mail us their tax returns. I do not want a date and time on the letter. How do I omit the date and time?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
abctax55
Level 15

The tax appointment prints on the organizer, AFAIK.

You make can make it print in a letter (if there's a keyword for it).  IF there is one, I'd guess there is a separate key word for the date, and for the time.  

Disclaimer - I've never tried to put the appointment scheduling in one of the letters....only on the organizer.

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

View solution in original post

0 Cheers
1 Comment 1
abctax55
Level 15

The tax appointment prints on the organizer, AFAIK.

You make can make it print in a letter (if there's a keyword for it).  IF there is one, I'd guess there is a separate key word for the date, and for the time.  

Disclaimer - I've never tried to put the appointment scheduling in one of the letters....only on the organizer.

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