abctax55
Level 15
01-21-2020
03:32 PM
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There isn't a *default* engagement letter per se; you have to type in your own verbiage.
It's in the organizer settings; you start in 2018 software to generate organizers:
Tools > Organizer > Engagement Letter then start typing. Beware that the word processor used by Lacerte is marginal (at best....) You can try typing up your letter in Word, then cut/paste/modify.
HumanKind... Be Both