client letter problem

[Marie]

I've tried knowledge base, options, etc. Problem: My combined federal/state letter has the right numbers for the federal and saying it will be efiled, but even though I have created the state efile, the letter says to mail the state return and does not say the balance due. The client letter will say the right things, but I don't know how to get the "where's my refund" on that letter. Any help? thanks

[Tax Prep by Deb]

I'm having the same problem. I'm curious what state are you trying to file? I'm in California and if I link my two letters together the state info is incorrect. If I unlink them and change my preferences on the state letter I can get it to state it will be e-filed.

Deb!

[Janitor Bob]

I just posted a similar complaint. In my case, I have a School return (OH SD-100) and local city return. Client is getting refund direct deposited for SD-100, but Federal Letter states check in the mail. Local returns cannot be e-filed...only mailed....but Federal Letter insists on stating that it is e-filed. Under Local letter options, I can see the option to choose paper file, but e-file is checked and it cannot be changed.

Yeas...I know that client letters are not as important as having a program that works with the forms we need....but for the price we pay for this software, we deserve to have everything work.

[grandmabee]

Did you look under Preference section. you can go thru the list like last year and check what you want it to show and un check others

[Maribeth]

Just took the ATX webinar yesterday. They went through the client letters & the templates. You change the letters in preferences; however you can completely customize the templates in Client Communcation Manager and then use the templates instead of letters. (At least that is what I believe you can do). Check the templates and see if that will work.

maribeth