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Aaron 12
Aaron 12
Level 3
Sep 15, 2021 10:13 PM UTC
Question

Privacy Policy Letter

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

This topic has been closed for replies.

3 replies

George4Tacks
George4Tacks
Level 15
Sep 16, 2021 5:29 AM UTC

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 😁)

Answers are easy. Questions are hard!
    Aaron 12
    Aaron 12Author
    Level 3
    Sep 16, 2021 12:47 PM UTC

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

    George4Tacks
    George4Tacks
    Level 15
    Sep 16, 2021 5:01 PM UTC

    Yes, I put it in the Final Paragraph

    Answers are easy. Questions are hard!
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