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Organizer setup and options

Change the
Organizer
 Engagement letter

There is a default engagement letter that you can print with the
Organizers
. It's separate from the
Engagement letter
 that prints with the return, so if you made changes to that one, you may want to consider editing the
Organizer Engagement letter
.
note
While you have the ability to create custom letters and documents, there isn't a way to replace your custom
Engagement letters
 with the default. If you want to make any changes, you'll need to edit the default version.
  1. Go to
    Setup
     and select the entity you want to edit the letter for.
  2. Go to the
    Organizer
     tab.
  3. Select
    Letters & Emails
     in the
    Documents
     section.
  4. Select the engagement letter, then
    Open
    .
  5. Edit the letter.
  6. Select
    Document
    , then
    Save
     to save your changes.
  7. Select
    Document
    , then
    Exit
    .

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Organizer,Setup

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