abctax55
Level 15

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.

 

 

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