Ignusfatuus
Level 1

Does Lacerte have a "canned" policy disclosure statement that can be included with the tax returns?

I am looking for a standard statement that indicates we do not disclose any nonpublic personal information etc.

If so, can you give guidance as to how to do it. 

Thanks 

0 Cheers

AON insurance offers such statements.  AON is the provider for AICPA members.