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federal info sheet

Mattl1
Level 1

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

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.

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Taxprohere
Level 7

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.