Letter of engagement
MTJR
Registered Posts: 1
Hi,
I've very recently become an AAT licensed accountant and i'm getting ready to prepare my first letter of engagement. I've just read through the AAT templates, which are slightly overwhelming. I have a few questions -
The covering letter template says it's for "taxation services" and "Thank you for engaging us as your tax practitioners", would i change this if, for example, i was doing general bookkeeping, year end accounts, and partnership tax for a client? and would it just be the one covering letter, and then separate Schedules of Services?
Also, there isn't a template for general bookkeeping (i.e entering invoices/receipts into cloud software etc.) Would i just put the cost of those in the covering letter, without it's own schedule of service?
Thanks
I've very recently become an AAT licensed accountant and i'm getting ready to prepare my first letter of engagement. I've just read through the AAT templates, which are slightly overwhelming. I have a few questions -
The covering letter template says it's for "taxation services" and "Thank you for engaging us as your tax practitioners", would i change this if, for example, i was doing general bookkeeping, year end accounts, and partnership tax for a client? and would it just be the one covering letter, and then separate Schedules of Services?
Also, there isn't a template for general bookkeeping (i.e entering invoices/receipts into cloud software etc.) Would i just put the cost of those in the covering letter, without it's own schedule of service?
Thanks
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