Transmitting an engagement letter to a client's NetClient CS portal

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

You can include the engagement letter in the Web Organizer as an action items PDF. To do so, complete the following steps.

  1. Choose Setup > 1040 Individual and select the Organizer tab.
  2. In the Other return options section, mark the Print Individual Engagement Letter checkbox.
  3. Assemble the Web Organizer and transmit through CS Connect.

Note: The engagement letter is marked for inclusion in the web organizer (as an action items PDF) by default. If you mark the Print Individual Engagement Letter checkbox and the engagement letter still isn't included with the web organizer, choose Setup > 1040 Individual > Organizer tab and click the Organizer button in the Collation group box. On the Return Collation dialog, highlight Engagement Letter and verify that the Action Items PDF checkbox is marked. The engagement letter will not be included if this checkbox is not marked. 

Was this article helpful?

Thank you for the feedback!