Drake Tax - Drake Software Privacy Letter

Overview

To enable printing of a privacy letter in all returns, go to Setup > Options > Client Communications tab and check the box Include privacy letter with returns. To review or change the privacy policy letter template to meet your particular needs or preferences, go to Setup > Communications Editor > Open > Individual > Privacy Policy (All Packages).

For more information, see the Gramm-Leach-Bliley Act, Publication 4557, and Publication 1345.

Also see Drake Software Privacy Policy.