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Can i restore Lacerte standard client letter

reneperdue1
Level 1

My client letters do not contain the correct options necessary to inform the client about their obligations, i.e.  excess IRA contributions.  Is there a way to restore the original Lacerte standard letter to start all over again on my customizations?

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sjrcpa
Level 15

Yes. In Client Letter Setup, Tools, Restore Default Text


Ex-AllStar

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4 Comments 4
sjrcpa
Level 15

Yes. In Client Letter Setup, Tools, Restore Default Text


Ex-AllStar
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George4Tacks
Level 15

Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year. 


Here's wishing you many Happy Returns
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fjordkarp42U
Level 1

where is Client letter setup???

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fjordkarp42U
Level 1

"Transfer Prior Year Settings" is greyed out

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