Client Letter

[ILLMAS]

How can I include the privacy notice automatically, instead of adding it each time?

Thanks,

[MontanaEA]

On the Return Manager Screen:

click the Forms tab

click Customize Master forms

type "client" into the find box on the left side of the screen

select (highlight) the Federal Client Letter

click Open Forms

click Run Wizard

on the first screen (Print Options), check the box that says Add the Privacy Notice to the Client Letter

click Finish

click Save

It shoud now be there for any returns you haven't created or rolled over yet. In the returns already created or rolled over, delete the Federal and State letter in the return, then add them again.