CLIENT ENGAGEMENT LETTERS

[VIJAYKUMAR DAVE]

I am using ufile for taxes for my clients.

Is there any way through your software, a client engagement letter be generated before the return is filed?  

if yes, can you please email me the link or path?

Thank you,  

VIJAYKUMR DAVE 

[Denis K]

Hi @VIJAYKUMAR DAVE,

Before filing any return as a professional, the client must sign the T183 for Federal and the TP-1000 for Quebec. These forms are generated automatically upon an eligible return under the Tax return tab.

If you wish to have a client letter, then you can look at our DTMax product:

https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax/dtmaxt1.html

Thank you,