Adding paragraph to Client Letter

[Randall]

In the past, I think my client letters included a paragraph about paying by credit card if the client wanted to.  I don't see that paragraph now.  I know I can edit the letter.  But is there a way to automatically fill it in?

 

[Margaret CPA in OH]

Yes, you can edit, add, subtract lots of things.  Click on the client letter, Edit Formatting.  Select the letter to edit and scroll to the place you would like that option to be included.  The Save and you have the choice for only that client or all subsequent.  I use this tool with some frequency, mostly to tailor for a specific client.

[Abby Normal]

In preferences, client communication, there's a check box to turn that on or off. You can also turn it on or off inside each return while in the Federal Client Letter by selecting Letter Options at the top.

[Randall]

Thanks

[Randall]

I tried that Abby.  The box is already checked but still doesn't show up in the letter.  I've copied that part into a blank Word document and then copied into the letter thru the Edit system.  I suppose with the new epayment rules coming, ATX and others will incorporate it into the software.