Sample engagement letters

Forum|Forum|6 years ago
February 15, 2020
2 replies
21 views

Does Intuit have sample engagement letters for tax return prep?

Intuit Link

This topic has been closed for replies.

Best answer by abctax55

Nope. There are many available on-line; I have generated/revised/improved (I think..) mine over the years but I *started* with one that my E&O insurance provider had available.

George4Tacks

Level 15

No.

Answers are easy. Questions are hard!

abctax55Answer

Level 15

Nope. There are many available on-line; I have generated/revised/improved (I think..) mine over the years but I *started* with one that my E&O insurance provider had available.

HumanKind... Be Both

M

mcardellocpacfpAuthor

Level 2

Thanks, found great one at an insurance company. They are fairly standard. Now, after typing in the template engagement letter into Intuit Link, I can't send it out to my clients. Making a request after opening the client shows me the template as a choice. But, when I select it, there is no button to send it. Also, the "request" just loads 3 drafts of junk I do not want to send the client. Is there an Intuit Link article that explains how to send out the Engagement letters? I listened to the videos and they are incomplete and go so fast, you can't even tell if they are giving actual steps or just marketing spin to describe the products.

Sign up

Login with SSO

Let's get you signed in

Login with SSO