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Sample engagement letters

mcardellocpacfp
Level 2

Does Intuit have sample engagement letters for tax return prep?

 

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abctax55
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.

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches

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3 Replies 3
George4Tacks
Level 15

No.


ex-AllStar
abctax55
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.

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

mcardellocpacfp
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.  

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