jimgaycpa
Level 1

I think you all may be thinking of the Organizer Letter, I am actually modifying the Client Letter on the tax return.  The transfer to 2022 left off all of the Bank account numbers, so we are adding the ones from last year, and asking the client to verify when they review their finished copy, as a double-check.  That's why I need this in universally in every tax return.

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