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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Adding an Information document to the Tax Organizer in PTO
Adding an Information document to the Tax Organizer in PTO
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noemibookkeeper
Level 3
02-23-2023
10:45 AM
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Is there a way to attach a PDF to the tax organizer in PTO? Namely, the NYS Consumer bill of rights regarding tax preparers Pub. 135.1 AND provide each client a copy of Pub. 135.
By law, Pub 135.1 needs to be posted at your place of business, but I don't have a physical business, I serve my clients 100% virtually.
Currently, I just copied and pasted the text at the bottom of the engagement letter, but if there is a way to attach it I'd love to do that instead.
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