Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Can i restore Lacerte standard client letter

reneperdue1
Level 1

My client letters do not contain the correct options necessary to inform the client about their obligations, i.e.  excess IRA contributions.  Is there a way to restore the original Lacerte standard letter to start all over again on my customizations?

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
sjrcpa
Level 15

Yes. In Client Letter Setup, Tools, Restore Default Text

View solution in original post

0 Cheers
4 Comments 4
sjrcpa
Level 15

Yes. In Client Letter Setup, Tools, Restore Default Text

0 Cheers
fjordkarp42U
Level 1

where is Client letter setup???

0 Cheers
George4Tacks
Level 15

Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year. 


Here's wishing you many Happy Returns
0 Cheers
fjordkarp42U
Level 1

"Transfer Prior Year Settings" is greyed out

0 Cheers