Engagement letter FAQ (1065)

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

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

Question

How do I prepare an engagement letter for a client?

Answer

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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