Client Latter

Rakmatiq · ‎April 19, 2024

In the client letter, a common message often appears prompting recipients to sign certain forms and return the signed copies, particularly one titled "AuthorizeRep: Authorize a Representative." Surprisingly, I've never encountered this type of message in my ten years of experience. To address it, I manually disable the message. Despite updating the software, the issue persists intermittently, with varying scenarios each time. Unfortunately, the technical support department has been unable to resolve this mismatch.

Mario B

On the form AuthorizeRep, tere is a check box at the top, if the box is ticked, then you will get the message in the letter. If you want to disable it, you can untick the box and it wont show up in the letter.

Or, you can edit you template and remove this part..

{if (T1013.b[15]>0) or (T1013.b[16]>0) or (T1PAD.B[2]>0)}
Please sign the following forms and return the signed copy to us:
{if (T1013.b[15]>0)}
AuthorizeRep: Authorize a Representative{endif}
{if (T1013.b[16]>0)}
CancelRep: Cancel a representative{endif}
{if (T1PAD.B[2]>0)}
T185: Electronic Filing of a Pre-authorized Debit Agreement{endif}
{endif}