Prepare and distribute an engagement letter for a client

You can prepare and distribute an engagement letter in 3 ways:
  • Print the engagement letter with a client's tax return. To do so, select
    Setup
    ,
    1065 Partnership
    ,
    Other Return Options
    , the
    Client Documents
    tab, and mark the
    Print engagement letter with return
    checkbox. The engagement letter prints with the government collation by default.
  • Use the Business Organizer to prepare engagement letters for clients. The Business Organizer includes the engagement letter by default. Use the Business Organizer collation settings to change the print condition for the engagement letter.
  • Use Data Mining to prepare engagement letters for multiple clients at the same time. To use Data Mining, select
    Utilities
    , then
    Data Mining
    .
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