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Client Keyword in Letter

jean1
Level 1

How do you find the keyword name for federal tax withheld and state tax withheld for client letter? Ex. Your estimated taxes were prepared assuming your federal tax withheld will be at least [ Fed Tax Withheld] and your state income tax is at least (ST Income Tax Withheld].  

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1 Solution

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George4Tacks
Level 15

Across the top are some icons - 2nd one is two keys - click that > Select a Category > Select Keyword

Suggestion - Work on last year first, as you can import it to this year.

EDIT - I did not read well. I do believe there is a key word for withholding. 


Here's wishing you many Happy Returns

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7 Comments 7
George4Tacks
Level 15

Across the top are some icons - 2nd one is two keys - click that > Select a Category > Select Keyword

Suggestion - Work on last year first, as you can import it to this year.

EDIT - I did not read well. I do believe there is a key word for withholding. 


Here's wishing you many Happy Returns
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abctax55
Level 15
You're quick this a.m.  :+1::+1:
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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George4Tacks
Level 15
Too much smoke. I have to find something to do inside! :scream::dash::scream: :dash:

Here's wishing you many Happy Returns
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abctax55
Level 15
I'm lucky.  1) above the inversion & 2) east of the fire.  If/when the wind direction changes, we'll be getting it.  There's talk of moving the Giants/49er game tonight due to air quality.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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abctax55
Level 15

Tools > Client letter > upper left, second from the left are two symbols (that look like keys).  Click there to bring up the tables.

And it's a good idea to copy the default letter to a new one before you start rearranging things.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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jean1
Level 1
Thanks guys - I know how to edit.  Can't find the keywords for the taxes withheld.  I am closing the post.  Too many emails that do not pertain to the question I asked.
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abctax55
Level 15
1) *we* didn't know that...
2) *you* can't close a post.
3) I'll close it for you.
4) Suggest to Intuit that "Withholding" be added to the 'keyword' list (but don't expect any immediate action..)
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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