Engagement Letter within MAX?

[HV Ken]

Does anyone know if there is an Engagement Letter available within the program? My wife insists she stumbled across one last year, but I have been unable to find it.

Thanks for any pointers!

[HV Ken]

Never mind - I found it - it is within the organizer.

[michaelmars]

i spend hours each year creating the engagement letter as a custom form. Wish i knew it was in the program somewhere.

Does anyone know how i can move the form from 2006 organizer to the 2007 forms? i would love to have it as a master form so i don't have to add an organizer to every client.

[kcjenkins]

I have not tried this, but what I would do if I wanted that would be to go to that letter, use copy and paste to copy the letter into an excel spreadsheet, then you can import that spreadsheet into the program as a custom spreadsheet. Then you can add that to any return.

[Julie]

Just add the 2007 organizer to each tax return. There is one there. Then be careful when printing, to just print the engagement letter page. Normally it will print two copies.

[Bart]

I have not tried this, but what I would do if I wanted that would be to go to that letter, use copy and paste to copy the letter into an excel spreadsheet, then you can import that spreadsheet into the program as a custom spreadsheet. Then you can add that to any return.

How do you import an excel spreadsheet into the program?

[Julie]

I haven't checked this year, but I believe it's in the "customize master forms" page.

[kcjenkins]

Saving spreadsheets as master forms

By saving a spreadsheet as a Master Form, you can add your custom spreadsheets to the list of forms shown in the Select Forms dialog box. You can then add these spreadsheets to any return.

To save custom spreadsheets as master forms

1. Open a return.

2. Click the spreadsheet’s form tab.

3. On the Tools menu, point to Spreadsheet Tools, and then click Create Master From Spreadsheet.

4. Enter a tab name and description for the spreadsheet.

5. Click Add.

6. In the Add Master Form dialog box, specify what type of form this is by clicking the Federal, State, or Local button.

Your custom spreadsheet will now appear in the Select Forms list and can be added to any return.