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Modify tax return Client Letters in ProConnect Tax Online

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LoveTax
Level 1

How to modify tax return Client Letters in ProConnect Tax Online (e.g. modify Firm info, add paragraphs/notes to clients.

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All-Star

NP, @LoveTax.  Someday, PTO may improve but it is really a WIP at this stage.

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“You don’t need to see his identification…These aren’t the droids you’re looking for.”

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All-Star

You can update your firm info within PTO under Settings, which is found in the bottom of the left panel, and in the popup, click on Firm Information under YOUR FIRM.  Note, however, making changes to these may require your EFIN to be verified again as these should match your EFIN records.

As for contents of the client letter (which is actually basic filing instructions), unlike its elder sibling Lacerte, there is no means for making changes.  If you must, bypass the client letter from PTO, prepare your own with a word processor, and attach it to the return.

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“You don’t need to see his identification…These aren’t the droids you’re looking for.”
LoveTax
Level 1

Thank you!
Yes, I was looking for content and extra default paragraphs for client letters. And a Summary Letter with all Federal and states included on one page. Attaching Summary Letter and updating refund/tax due numbers for each return is so inconvenient... 😞

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All-Star

NP, @LoveTax.  Someday, PTO may improve but it is really a WIP at this stage.

---------------------------------------------------------------------------------
“You don’t need to see his identification…These aren’t the droids you’re looking for.”

View solution in original post

0 Cheers