Engagement letter
1 - Printing
The engagement letter is a letter that clearly states the conditions of the agreement under which you commit to prepare your client’s tax returns. You must enter the name of the accounting firm or representative that you would like to see at the bottom of the engagement letter. If nothing is entered, no name will appear.
You may print this letter for your clients or new clients only, or you can choose not to print it.
By default, the do not print check box is selected. This option applies to all your clients, but it may be modified for a specific client in the Client Letter Worksheet (Jump Code: LW).
2 - Conditions to add to the engagement letter
Please enter the interest rate as well as the term that you want to add to the end of the engagement letter.
Client letter information
1 – Print applicable client letter
By default, the program selects the filing instructions check box. This option must be selected to generate the regular letter, which contains different paragraphs explaining the content of the client’s return in addition to the list of forms to sign. This choice applies to all clients, but may be modified for a specific client in the Client Letter Worksheet (Jump Code: LW).
2 – Indicate the printing type for list of instalments
By default, the program selects the Schedule within the letter setting in order for the list of instalments to be integrated into the client letter.
However, you can opt to have the instalment schedule printed separately. A table for the T3 return and another for the TP-646 return will then be printed on two separate pages. You can also choose to have the program make no reference to the list of instalments in the client letter. The choice indicated applies to all clients, but may be modified for a specific client in the Client Letter Worksheet.
3 – When referring to your firm, you prefer
You may choose the first person singular (I) or first person plural (we) to refer to your office. By default, the program will select the plural (we) check box.
4 – Salutation to be used for the client letter
By default, the program selects the Mr. Smith check box ("Mr.” or "Mrs." followed by the taxpayer’s surname). This salutation form is used for professional correspondence.
You may also choose the friendly form by selecting the Dear check box ("Dear" followed by the taxpayer’s first name, e.g. Dear John).
The choice applies to all clients. If, for a specific client, you want to use a different form, modify the salutation in the "Filing information" section of Form Trust Identification and other Information (Jump Code: ID).
5 – Additional printing options
- Firm logo in the heading:
It is possible to add the office logo in the heading. However, if you use letterhead paper, you must not select this check box. By default, the program will not print the office logo in the letter’s heading. - Firm’s address in the heading:
It is possible to add the firm’s address in the heading. However, if you use letterhead paper, you must not select this check box. By default, the program will not print the firm’s address in the letter’s heading. - T1013/MR-69 in a separate paragraph:
You can choose for a disclaimer to appear in a separate paragraph. You must, however, be sure to have indicated, in the Options – Authorization forms tab of the preparer profile, if you want this form to be printed for new clients only. By default, the program will include in the letter, a mention indicating that your client must sign Form T1013/MR-69. - Address to send returns
This option allows you to add a paragraph indicating the address of the tax centre where the tax returns must be sent for all your clients. You can modify this choice, for a specific client, in the “Client letter information from preparer profile” section of the Client Letter Worksheet.
6 - Opening paragraph
This option allows you to add a customized paragraph in the regular letter for all clients. You can modify this paragraph, for a specific client, in the “Opening paragraph” section of the Client Letter Worksheet (Jump Code: LW).
7 - Closing paragraph
This option allows you to add a customized paragraph in the regular letter for all clients. You can modify this paragraph, for a specific client, in the “Closing paragraph” section of the Client Letter Worksheet.
8. Additional paragraphs
This option allows you to select and identify additional paragraphs to add in the customized letters for all clients. You can modify your selection for a specific client in the “Additional paragraphs” section of the Client Letter Worksheet.