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When scheduling a tax appointment in Lacerte do I have to enter a date and time?

scruz
Level 1

I want to send a tax appointment letter to clients who mail us their tax returns. I do not want a date and time on the letter. How do I omit the date and time?

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abctax55
Level 15

The tax appointment prints on the organizer, AFAIK.

You make can make it print in a letter (if there's a keyword for it).  IF there is one, I'd guess there is a separate key word for the date, and for the time.  

Disclaimer - I've never tried to put the appointment scheduling in one of the letters....only on the organizer.

(I wanna be a member of the pot stirring club too)

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abctax55
Level 15

The tax appointment prints on the organizer, AFAIK.

You make can make it print in a letter (if there's a keyword for it).  IF there is one, I'd guess there is a separate key word for the date, and for the time.  

Disclaimer - I've never tried to put the appointment scheduling in one of the letters....only on the organizer.

(I wanna be a member of the pot stirring club too)

View solution in original post

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