Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The Notice of Assessment generated by the Tax Assessments Automation Process may display the incorrect Client Name when the Template is using the Contact Name merge field instead of the Client Name merge field.
To resolve this, update the merge field used in the affected Templates so the Client Name is used instead of the Contact Name.
Refer to Merge Fields Glossary - Standard Fields for details on the available merge fields.