Tax Engagement Letter Template

How to Write a Tax Engagement Letter?

A Tax Engagement Letter can include several parts, such as:

1. Identifying Information. In the first part of the document, the sender can identify the client by stating their name and address. It will help to avoid confusion and make sure the letter gets to the addressee.
2. Introduction. Senders can use this section of the letter to introduce themselves. They can designate their name, as well as the name and the address of the company they are authorized to represent.
3. Description of Services. Here the sender can describe the tax services the company is supposed to provide to the client. For example, they can indicate that the company will prepare and submit to the client federal and state income tax returns for a certain year and state for filing.
4. Period of Engagement. The sender should state when the engagement period starts and ends. By the end of the period, the tax services indicated in the letter must be provided and the client is supposed to receive their result.
5. Terms and Conditions. This part can contain a list of rights and responsibilities of the involved parties, which they are supposed to follow. Usually, this part of the letter also includes a list of documents that should be provided by the client such as the tax returns of previous years, documents that contain data about the client's income and deductions, and other documents with financial information that the company might need.
6. Client's Acceptance. The document must provide an area where the client will express their acceptance of its content and validate it with their signature.
7. Sender's Signature. At the end of the document, the sender can sign and date the document.

Browse more related letter templates:

• Bookkeeping Engagement Letter;
• Audit Engagement Letter.