Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Can you print the blank Engagement Letter and Questionnaire for a client to fill out? If so how? We have elderly clients who do not use the computer. Thank you!
Can you print the blank Engagement Letter and Questionnaire for a client to fill out? If so how? We have elderly clients who do not use the computer. Thank you!
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
hbixby-cpasforh
Level 1
03-02-2023
09:20 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This would be in Intuit Link when creating a new request for a client bringing in paper files that we would then e-file their taxes.
Labels
1 Comment 1
itonewbie
Level 15
03-03-2023
11:12 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Not sure why Intuit still calls what they have in Link an "engagement letter" when it doesn't have the terms and conditions you should normally expect for your practice's protection and your clients'. If you must, copy the Intuit template and paste it (or, better still, use your own real engagement letter) on your letterhead.
I recall from the recent season update that Intuit would make their traditional organizer fillable. Until then, you can use the following (which are Lacerte organizers) from a ProConnect Tax article:
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
