Cocogirl
Level 1

Is there a way to enter an engagement letter in the entity modules as there is in the Organizer input for individuals?

0 Cheers
George4Tacks
Level 15

Since there is no organizer, the short answer is NO.  You could add it as a part of the Final Paragraph in the Client Letter. It would probably be much better to just do a Word Document with Mail Merge from data exported from the program.

 


Here's wishing you many Happy Returns
abctax55
Level 15
I create a second letter on client letters (calling it engagement letter).
Then change the settings to point to THAT letter & print/pdf the letter for all clients. Then switch the setting back to the original letter for creating the tax return.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"