schirallicpa Posted January 30, 2024 Report Posted January 30, 2024 I have always used a generic eng letter in the past but Ins wants the clients name and signature on the eng letter as a result of inclusion of BOI statements that it is not my responsibility to file for you. So I have revised the template and can obviously add it each time. Didn't know if I could make that an automatic - because we know in the heat of the March rush, it will get forgotten and I don't want to forget it. Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.