Engagement letter Compilation engagement - TaxAccounting4U - taxaccounting4u 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date at the top of the letter. This is crucial for establishing the timeline of your engagement.
3. Fill in the recipient's name (Mr./Mrs.) and any additional details required in the greeting section.
4. In the body of the letter, clearly outline your understanding of the services being provided, including compiling financial statements and any other agreed-upon tasks.
5. Ensure you specify that this engagement does not constitute an audit or review, as highlighted in the document.
6. Complete all sections regarding management responsibilities and confidentiality agreements, ensuring accuracy and completeness.
7. Finally, sign and date the document at the bottom, confirming acceptance of terms before sending it back.

Start using our platform today to streamline your document editing and signing process for free!