Client Support & FAQ - Strategic Financial Reporting, Inc

    How to Complete Your Tax Engagement Letter

    1. 1

      Click the "Sign In" or "Accept" button for each invite

      • We recommend right-clicking the link and opening it in an incognito window.

      • Please click the "Sign In" or "Accept" link for each invite to toggle between your tax engagements.

    2. 2

      Sign into your Intuit account.

      1. If you are unable to sign in. Click "Try something else" to sign in with another method!

    3. 3

      Click on "Engagement Letter"

    4. 4

      Review the Engagement Letter

    5. 5

      After reviewing this letter, please sign in the space designated and click "Accept" to confirm receipt of this letter and your understanding of the scope, terms, and conditions of this engagement.

    6. 6

      Once signed, click on "Go to Questionaire"

    7. 7

      Answer each question accordingly

      • Click on "Does not apply" if the question does not apply to you.

      • Click on "Does not apply" if the information has not changed or SFR already has access to this information.

      • Click "Comments" to add a comment, and our team will reply if needed.

    8. 8

      Once complete, click on the "Go to Documents" button

    9. 9

      Be sure to upload all relevant tax documents

      • Click on "Does not apply" if the requested item does not apply to you.

      • Click on "Does not apply" if SFR has access to the requested item.

      • Click "Comments" to add a comment, and our team will reply if needed.

    10. 10

      Select "I think I'm done" when you have signed your engagement, answered the questions, and uploaded your tax documents

    11. 11

      Make sure to sign a tax engagement for all entities and personal tax returns to begin services 🎉