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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Privacy Policy of Firm
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Ignusfatuus
Level 1
02-18-2023
08:07 AM
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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
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Strongsilence-C
Level 10
02-18-2023
10:11 AM
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AON insurance offers such statements. AON is the provider for AICPA members.
