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What determines which client letter is printed?

bliebert
Level 2

Hi - we just started using Lacerte and when I print a 1040 client letter it provides a relatively unhelpful letter:

Enclosed for your review:
Form 1040 2019 U.S. Individual Income Tax Return


Each tax return or form listed above should be filed in accordance with the enclosed filing
instructions.

It looks like this is the text for the "Filing Instructions" letter and not the standard letter.  How do I get the standard letter to print by default?

1 Solution

Accepted Solutions
abctax55
Level 15

Oh... and to NOT have the filing instructions print  > settings > options > tax return > toggle between yes/no for filing instructions.

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

View solution in original post

11 Comments 11
abctax55
Level 15

Top menu bar > Settings > Options > all the way to the left = Setup.  Go down to "Default Letter Folder".  1 should be the master/generic/default letter from Lacerte.

Bonus info 🙂

To create custom letters - Settings > Client letter.  You can create your own customized letters from there.  Be SURE to start a new one tho, don't edit the default one (or you'll regret it... been there, done that...)

 

 

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

Thanks @abctax55, I have the default = 1 (Lacerte-provided), but it still prints from the "Filing Instructions" folder unless I go to screen 5.1, override "Filing instructions" = 2

This seems silly to have to do for every client. Am I missing something?

abctax55
Level 15

Look under "items to print" to see if you have Client letter selected under "Client Correspondence"

 

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
abctax55
Level 15

Oh... and to NOT have the filing instructions print  > settings > options > tax return > toggle between yes/no for filing instructions.

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

Yes thanks @abctax55 this was exactly what was causing the issue.

It was confusing because my Master Options had Filing Instructions = No, but my personal settings had Filing Instructions = yes!

abctax55
Level 15

YVW... between me & @George4Tacks  there's centuries of Lacerte expertise.  We are pretty good at making the software jump thru most hoops 🤣

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
George4Tacks
Level 15

@abctax55 UGH! Centuries??? DAMN! You are right. Now, I really feel old. 


Here's wishing you many Happy Returns
fjordkarp42U
Level 1

I have tried everything you suggested, but client letter still has no summary information. Extremely frustrating over something that should be easy. Any help??

0 Cheers
abctax55
Level 15

Define the "summary info" you want/expect to see.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
fjordkarp42U
Level 1

The default letter essentially telling clients about refunds and estimated taxes/ 

0 Cheers
George4Tacks
Level 15

My guess is that you are printing the Main Form Filing Instructions and not the Client Letter

Capture.JPG


Here's wishing you many Happy Returns