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Engagement letters

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Engagement letters

Wsadamscpa

I am coming over from Ultra Tax and in Ultra Tax you can print Engagement letters when you print the final return. Therefore when you have the client sign the efile authorization they are both there. I have been sending out client organizers for years and only about ten percent return the organizer. My professional liability insurance requires that I use engagement letters. This would be very helpful.

Thanks for the idea to "print Engagement letters when you print the final return". We are changing the status to "Open for voting".

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1 Comment
Intuit_Ruben
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Status changed to: Open for voting

Thanks for the idea to "print Engagement letters when you print the final return". We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
 
Lacerte Idea Exchange 


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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