Is anyway to insert an specific CA Bond Number based on the tax preparer name in the invoice or engagement letter?

[luislopezgorria]

A new business code came up in CA, and we need to provide taxpayers before we do their taxes with Prepare name, address, ctec website and Bond number. Since we are several tax preparers in the same firm, all the info required is common except the bond number, I would to insert this info in the invoice or engagement letter. But the bond number should change based on the tax preparer name. Is it anyway to do in Proseries?  Thank you

[Just-Lisa-Now- · Accepted solution]

You're asking for a code to insert to automatically put certain personalized information that isn't part of the required tax return information into the invoice?   I'm not sure that's possible.

I saw that new business code for CA.  It says you have to give it to clients in writing prior to preparing the return, do they get the invoice prior to preparation?  Does ProSeries have an engagement letter built in that can be edited? If they do, I've used it.

I put it in writing on a sign right on my desk....they see it before preparation, I feel like I'm "providing it to the client in writing", and they can take a copy of it with them if they'd like.