Do we as preparers need to “add engagement” for 2025 or will it automatically reset when prior clients log into their Tax Folder?
If you are using TaxCycle to print to TaxFolder, when you create a current year tax file and print any form (normally the engagement letter) to TaxFolder , this will create the new year’s engagement at the same time. You can also trigger the request to upload documents and/or the client invite at the same time.
