luislopezgorria
Level 1

A new business code came up in CA, and we need to provide taxpayers before we do their taxes with Prepare name, address, ctec website and Bond number. Since we are several tax preparers in the same firm, all the info required is common except the bond number, I would to insert this info in the invoice or engagement letter. But the bond number should change based on the tax preparer name. Is it anyway to do in Proseries?  Thank you

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