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Privacy Policy Letter

Aaron
Level 3

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

Labels (1)
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3 Replies 3
George4Tacks
Level 15

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 😁)


ex-AllStar
Aaron
Level 3

Did you edit the standard letter to get it in there?

0 Cheers
George4Tacks
Level 15

Yes, I put it in the Final Paragraph


ex-AllStar