Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey
Email to friend
Multiple emails allowed. Separate with commas



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

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 after clicking Finish>Finish and Save.

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.