Hello all,
Do you print your privacy policy and deliver it with each of your returns? If so, how do you set this up in Lacerte?
Thanks,
Aaron
I incorporate it as part of the Client Letter.
P.S. My son's name is Aaron (but I can't say that due to my privacy policy 😁)
Did you edit the standard letter to get it in there?
Yes, I put it in the Final Paragraph
