CL1040 - Customizing the Disclosure and Privacy Letters

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1040 - Customizing the Disclosure and Privacy Letters

2 years ago

Updated

This article demonstrates how to customize the disclosure letter and privacy letter.

Follow the instructions below to successfully customize the letters:

1. Click Setup > Client Letters.

2. In the Client Letters pane, click Privacy Letter.

3. In the Sections panel, click the area you want to customize.

4. Make the necessary changes and then click Save on the File menu.

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