How can I generate an engagement letter for a client?
Engagement letters can be generated several ways in Drake Tax, either globally or individually.
- To generate an engagement letter in view mode of each return on an individual client basis, open the return and from data entry, choose the MISC tab. From there, open the LTR Letter Customization screen. Select Yes from the Engagement Letter drop down menu.
- To generate an engagement letter in view mode of each return on a global basis, from the home screen of Drake choose Setup > Options > Client Communications tab (Optional Documents tab in Drake18 and prior) and select Include engagement letter with returns.
- To generate an engagement letter for a single or multiple clients as a batch, from the home screen of Drake Tax choose Tools > Client Communications > Letters. (In Drake21 and prior, go to Tools > Letters > Letters.)
Select Engagement and click Next.
Here you may add a single ID number to generate an engagement letter for a single client, multiple ID numbers to generate engagement letters for multiple clients, or you may leave the Add Client field blank and click Next > to apply a filter to, sort, and/or generate engagement letters for all clients.
Note: To generate an engagement letter for a new client, enter their SSN (or a string of 9 zeros) on the Client Selection field above and click Next. You will be prompted to enter their name and address information.
You can set to activate e-signature fields for engagement letters-- see the video Engagement Letter eSign and Related Links below for details.
This will not create or update a return. It is only used to create the selected letter.