Deductions Notice Request Letter

This letter can be prepared by the fund member to the trustee requesting to claim a deduction.

Navigation

From the Main Toolbar, go to Reports.
Select 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.

Select a member and update the Document Date.

click OK. Select Preview Reports to view.  

These documents can also form part of a Report Pack. Refer to Reports.