Engagement letter FAQ (1065)

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

The following includes an answer to a common question about the engagement letter.


How do I prepare an engagement letter for a client?


The Engagement Letter can be printed/distributed three ways.

Note: If Data Mining is not currently available in the Utilities menu, you can prepare an engagement letter using Data Mining in the prior-year UltraTax CS.

Related topic: 1065 Frequently asked questions

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