abctax55
Level 15

MY engagement letter is generated with the organizer in the individual module.... which does come from the 2022 software so proforma'ing isn't necessary.  

You do have to create the text; Lacerte's version is blank.  I've developed mine over the decades, based on an original from my E&O provider with modifications.

 

"*******Tax software is no substitute for a professional tax preparer*******
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