Solved: Edit client letter to include refund

Beth-K- · ‎12-07-2019

Edited the client letter in prof. edition. The sentence related to refund being directly deposited to bank account appears but the refund amount populates as "$0.00." Also want the program to select refund or balance due as appropriate. How do I fix this?

dd4vols · ‎12-07-2019

there are several [ ] triggers that basically have the same result, but only work in a particular scenario.... Direct Deposit E-File, Direct Deposit No efile...etc...

[@FDIEFDApp] I think is the one you are looking for..

of course, i use about 10 [ ] triggers for refunds, amounts due...and the same number for state information paragraphs also..

Once you get the hang of it, your letter can be really informative and professional..

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

View solution in original post

dd4vols · ‎12-07-2019

there are several [ ] triggers that basically have the same result, but only work in a particular scenario.... Direct Deposit E-File, Direct Deposit No efile...etc...

[@FDIEFDApp] I think is the one you are looking for..

of course, i use about 10 [ ] triggers for refunds, amounts due...and the same number for state information paragraphs also..

Once you get the hang of it, your letter can be really informative and professional..

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

dd4vols · ‎12-07-2019

https://accountants-community.intuit.com/questions/1509699-grammar-errors-in-the-filing-instructions...

Beth...here is kind of a full letter.... I actually sent a copy of my default letter to a couple of people after this post... it only prints what is applicable to each return...but you have to have all of the options available..and they only print if their 'if' criteria is met.

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

Beth-K- · ‎12-07-2019

Thank you so very much!

Ray 215 · ‎02-16-2022

I'm using the basic edition and can't edit the letter. Mine is still showing a zero direct deposit and then on the next sentence it shows the correct refund to be direct deposit

Edit client letter to include refund

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