schirallicpa Posted January 30 Report Share Posted January 30 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 Link to comment Share on other sites More sharing options...
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