Initiate a contract between you and your client for an employee benefit plan return engagement (Form 5500). 2023 Employee Benefit Plan Engagement Letter – Form 5500 Initiate a contract between you and your client for a C corporation income tax return engagement (Form 1120). 2023 C Corporation Engagement Letter – Form 1120 Initiate a contract between you and your client for an audit representation engagement. 2023 Audit Representation Engagement Letter Initiate a contract between you and your client for an amended tax return engagement. 7216 prohibits preparers of tax returns from knowingly or recklessly disclosing or using tax return information. Section 7216 Guidance and Sample Consent Forms 7216 sample consent forms which should be used in conjunction with these engagement letters when services provided require their use. Be sure to review your letters for completeness and accuracy with your firm's legal counsel and consider consulting with your firm’s professional liability insurance carrier.Īlso included are the Sec. These sample engagement letters and terms and conditions addendum have been developed in collaboration with CNA, the endorsed underwriter of the AICPA Professional Liability Insurance Program. We’ve provided sample engagement letters so you can tailor them to your clients’ needs. Each engagement requires careful consideration to address its particular circumstances. An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients.
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