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Client Letter Codes

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Client Letter Codes

MICHAELMARS

Customizing a client letter is very hard since the sidebar lists codes without good descriptions.   ALSO where to enter the codes into the proforma letter takes a lot of trial and error.  It would be easier if the edit template had paragraphs separated and even labeled.

Extension returns should have the due date printed too.

Status: New
0 Votes
Vote now if this is a good idea
1 Comment
jtsjoz
Level 2

Totally Agree if you find a cheat sheet on usable codes please share. I will publish if I find any. But the documentation seems non-existent. Like I want to use Preparers info not the firm. So a client can contact the person that actually prepared the return with questions. 

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