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How do I create 64-8 and engagement letters for new clients?

Article ID: 2342
Last updated: 28 Dec, 2018

TaxCalc can automatically help you create a 64-8 and an engagement letter when you create and save a new client.

If the engagement status of the client is New (shown under the Engagement screen), then TaxCalc will ask if you want to create a 64-8 and/or an engagement letter when you save the client.

If you don't have the status set to New, click on the Create Engagement Letter button to create one straight from the creation screen.

Article ID: 2342
Last updated: 28 Dec, 2018
Revision: 8
Views: 1591
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