Print the Engagement letter with the Organizer

You can elect to print the Engagement letter with the individual or business Organizer package.
note
This option is a global one for all clients of that return type. There isn't a client-by-client option to print the letter. However, for 1040 clients you can suppress it from printing on a client-by-client basis. To do so, go to
View
Client Organizer
Letter
screen and select
Suppress individual engagement letter
.
To include the engagement letter for all Organizers for a specific return type, complete the following.
  1. Go to
    Setup
    and choose your return type.
  2. Go to the
    Organizer
    tab.
  3. Select the option to
    Print Engagement letter
    .
  4. Select
    OK
    to save your changes.

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