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Standard letter paragraph for FinCEN 114

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Standard letter paragraph for FinCEN 114

lisaTPDX

Can we get a standard paragraph that populates in the instruction letter when a client is filing a FinCEN 114? I understand that there are workarounds, but they require either overrides (custom letter that won't update critical information if return changes) or word processing and inflexibility in placement (using Client Notes).

Status: New
0 Votes
Vote now if this is a good idea