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April 30, 2024
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Return Cover Letter - Optionally Display Partial Bank Info for Refund/Auto Pay

Related products:Lacerte
  • April 30, 2024
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When clients elect to have refunds deposited to their bank account or amounts due automatically withdrawn, allow partial bank information -- bank name and last four digits of the account -- to be displayed in the return cover letter. 

Ideally this should also be an option in eSignature.