Hello Itonewbie,

Thanks for responding so fast, I wanted to add the engagement letter and a sheet that describes the where's my refund procedures to print with every clients tax return regardless if they use link.  I am trying to get most of my clients on intuit link and I am all ready set up (I used to hate it when I used ProSeries because it wasn't designed to work with it as well as it does with PTO).

I do have some elderly clients who I know won't jump into the cloud so I will want these things printed out when I print their return.  

I guess a work around will be to make a letter and just upload it when I upload their return and print one out every-time I print a return (Which i'm trying to minimize this year by informing clients we are moving to be 100% paperless and if they want a paper return they will have to pay a surcharge for printing). Most of my clients have their phones on them and I can have them make the link or if they use apple I can airdrop them the return from my imac.

Thanks again for your suggestions.