Client Letter

Objective

In this exercise, you will create a copy of the client letter and edit it.

Facts

Create a new letter called "Tutorial" and change the closing paragraph to read, "Don' t hesitate to call if you have any questions". Replace the [Signature] keyword with the [Staff Preparer Name] keyword.

Program Considerations

Lacerte comes with a default letter to accompany the tax returns. You can edit the default letter, or create your own cover letters to print with each tax return using Lacerte's letter editor feature.

The letter editor uses keywords to customize letters for each client. The keywords reference specific items in each client's database and tax return, such as their name and address, so you can easily generate multiple client letters from a single letter template. Additionally, you can create a variety of letters for different situations and select in the detail input which letter to print for each client.

  

How?

To create a new client letter:

  1. On the Settings menu, click Client Letter.

  2. On the Folder menu, click New to create a new folder.

  3. Click Yes to begin with the Lacerte default letter, enter the name "Tutorial" for the folder, then click OK. This folder is your new letter template.
  4. In the Letter Navigation list, click Global Closing.

  5. Highlight the contents of the Final Paragraph area and delete it. Change the text to read: "Don't hesitate to call if you have any questions."
  6. In the Signature area right below, delete the current keyword.
  7. In the Tools menu, click Keywords.

  8. Click Client Information in the Categories list, then double-click Staff Preparer Name in the Keyword Names list to insert it into the letter.

    Note that [STAFFPREPNAME] appears in the Signature section.
  9. On the Folder menu, click Exit.
  10. Click Yes to save your changes.
  11. The new folder displays in the tabs at the top of the Client Letter window.

  12. To assign the new letter template to a client, click the Detail tab.
  13. Under the General section, click Invoice, Letter, Filing Instr. (Screen 5.1).
  14. In the Client Letter section, enter the number of the tutorial folder you just created in the Folder number field.

Tips & Shortcuts

You can save changes by pressing [Ctrl]+[S]. You can display the keywords list in the Client Letter Setup window by clicking the Keywords icon in the Client Letter Setup toolbar.

Troubleshooting

Problem: My changes do not appear when I view the letter.

Solution: Make sure you assign the correct letter to the client you are viewing.

Next >>

©2009 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks, and Lacerte, among others, are registered trademarks and/or
registered service marks of Intuit Inc. or one of its subsidiaries. Other parties' marks are the property of their respective owners.