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- Re: Privacy Policy Letter
Privacy Policy Letter
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Aaron
Level 3
09-15-2021
05:13 PM
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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
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3 Comments 3
George4Tacks
Level 15
09-16-2021
12:29 AM
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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 😁)
Here's wishing you many Happy Returns
Aaron
Level 3
09-16-2021
07:47 AM
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Did you edit the standard letter to get it in there?
George4Tacks
Level 15
09-16-2021
12:01 PM
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Yes, I put it in the Final Paragraph
Here's wishing you many Happy Returns
