ProConnect HelpIntuit HelpIntuit

Change the Client Letter defaults in Lacerte

SOLVEDby Intuit4Updated 3 hours ago

I would like to make changes to my client letter in Screen 5.2, however I would like to pull a custom letter into this client first

  1. Go to Screen 51. Invoice & Letter.
  2. Scroll down tot he section Client Letter.
  3. Select the desired letter in the field Folder number (99=Spanish, -1=omit letter)[O] (input code 2).

How do I change which of my client letters I use as the default?

  1. Go to Settings, then select Options (or Master Options, if you want to set up as the standard on a network).
  2. Click on the Setup tab.
  3. Under Setup, look for the first section called Program Options.
  4. Change the number in Default Letter Folder to reflect the number of the client letter that you want to use. 

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads