ETax847 Posted November 19, 2017 Report Posted November 19, 2017 Does anyone know how to add Tax Organizers AND Engagement Letters to all marked returns? When I try it, currently only the Organizers are being included but not the Engagement Letters. Please help. Quote
Abby Normal Posted November 20, 2017 Report Posted November 20, 2017 Under Preferences, Select Forms, do you have both organizer letters checked? When you create Organizers, did you check the box to add letters? Quote
Abby Normal Posted November 20, 2017 Report Posted November 20, 2017 I just tried it with one return and the engagement letter was included but I had all the boxes checked. I also chose marked returns as opposed to all returns. Quote
ETax847 Posted November 20, 2017 Author Report Posted November 20, 2017 Thanks! that did the trick!! 1 Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.