This letter can be prepared by the fund member to the trustee requesting to claim a deduction.
|From the Main Toolbar, go to Reports.||
How to Prepare
From the Reports screen, under the Letters/Minutes section, drag and drop the Deductions Notice Request Letter to the landing page.
Select Options | Settings.
click OK. Select Preview Reports to view.
These documents can also form part of a Report Pack. Refer to Reports.