Mattl1
Level 1
06-18-2021
05:18 PM
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I'm looking for a way to have clients verify and initial that the information sheet is correct for my records. The bank information does not print always. Is there a way to print the bank info on all federal information worksheet?
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Taxprohere
Level 7
06-19-2021
02:50 PM
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You can generate a custom client letter and insert w the values to send them. Add a little description so they understand these are the routing/account #s. I used this in my 2019 client letters, but never got around to doing it for 2020. Should still be available as value fields.
