# Refile Client Letter

**URL:** https://www.protaxcommunity.com/t/refile-client-letter/12168
**Category:** Product Suggestions
**Tags:** templates
**Created:** [March 30, 2026, 1:39am UTC](https://www.protaxcommunity.com/t/refile-client-letter/12168 "2026-03-30T01:39:17Z")
**Posts on this page:** 4
**Page:** 1

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### Author: ![mjeconsulting](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/mjeconsulting/32/253_2.png) [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)
#### Post date: [March 30, 2026, 1:39am UTC](https://www.protaxcommunity.com/t/refile-client-letter/12168/1 "2026-03-30T01:39:17Z")

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I haven’t had to use refile that much as most often I can handle it via CRA change my return. However when re-filing a tax return, does anyone use a client engagement letter to tell them you are re-filing and have them sign it along with the T1ADJ. I looked in the templates and did not see one, so maybe not a big request?

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### Author: ![Elizabeth](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/elizabeth/32/2588_2.png) [@Elizabeth](https://www.protaxcommunity.com/u/Elizabeth)
#### Post date: [March 30, 2026, 3:58pm UTC](https://www.protaxcommunity.com/t/refile-client-letter/12168/3 "2026-03-30T15:58:03Z")

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We do get the occasional request for this. It would help me to know what people would expect to see in the letter. Is it the client letter with a new paragraph (this gets complicated for a variety of reasons), or a separate letter that is super focused on the changes and doesn’t go into the detail of the client letter (my preference)? And if it were a separate letter, what do you expect to see in it?

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### Author: ![helga\_spence](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/helga_spence/32/268_2.png) [@helga\_spence](https://www.protaxcommunity.com/u/helga_spence)
#### Post date: [March 30, 2026, 3:06pm UTC](https://www.protaxcommunity.com/t/refile-client-letter/12168/2 "2026-03-30T15:06:11Z")

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If you are refiling a T1, you need a signature on a T183(R). I also get a signature on the T1ADJ.

If I use change my return, I get a signature on the T1ADJ.

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### Author: ![teresas](https://avatars.discourse-cdn.com/v4/letter/t/22d042/32.png) [@teresas](https://www.protaxcommunity.com/u/teresas)
#### Post date: [March 30, 2026, 4:56pm UTC](https://www.protaxcommunity.com/t/refile-client-letter/12168/4 "2026-03-30T16:56:03Z")

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I created the attached for 2024. I started with the client letter. Added some paragraphs at the beginning about the adjustment. I ended up using custom fields for information we wanted to include. Then I only included paragraphs relating to pertinent CF or benefit amounts that might have changed from the adjustment.

[T1ADJ Client Letter.pdf](https://www.protaxcommunity.com/uploads/short-url/1ZZgSKvFMl5Pdt4XePc02NSTcoI.pdf) (132.3 KB)
