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Issues With Client Letters

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Level 1

I'm having issues with Federal Client letter.  This arises when I have a client who is filing electronically with a balance due AND wants to do a direct debit.  Both the electronic filing statements come up in the letter..  One that you owe and have to send in a check.  Then the other that says you owe and the amount will be withdrawn from your account.  

Anybody else run into this and if so any work around?

Scott

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Level 15
Level 15

I just tested it and it looked as I would expect it to look, I didnt see conflicting paragraphs.

I had a paragraph about direct debit of 2019 tax due, and then a paragraph about estimated payments and the mailing address for those.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 1

Hmmmm.  Thanks Lisa.  I'll recheck my settings.  

 

Scott

 

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