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Posted

I want my client letters to stay the way I wrote them.

I write that the returns will be E-Filed, but once they are accepted ATX changes the letters to say that they were successfully E-Filed. I wish there was a way I could stop that from happening, but I tend to doubt it.

Posted

Thanks. I made the only change that looked like it might work in the customized master forms letter. Won't know for quite a while if it worked. I can't make the change in the letters of returns that I'm waiting for the e-file authorizations forms because saving the letter will require creating th e-file again and then the numbers won't match the ones in the authorization forms I mailed out.

Posted

I think in previous years, there was only one option in the client letter option tap. I used to manually delete the word 'sucessfully'. But this year, there is an option to say the return 'has been' efiled or 'will be' efiled. I use the 'will be' wording.

Posted

we had that choice last year too. My letters say that with all my mail outs because I don't efile until I get the 8379 signed and back to me. I have never checked to see if the letter changed after I efile it but what difference will it make. I don't use the letter again.

Posted

"I have never checked to see if the letter changed after I efile it but what difference will it make. I don't use the letter again."

After you electronically file the 4868 it also changes the letter. So after that all my letters say the return has been efiled and that the return will be efiled.

Posted

oh, I don't do my letter until I am done with the tax return so I guess that's why I have never noticed it changing. I only use letters for mail outs as I go over every return that goes out of my office with the client there.

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