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SOS - LIMITED LIABILITY PARTNERSHIPS (LLP) Tax Return
[FirmName] SCHEDULE OF SERVICES This schedule should be read in conjunction with the engagement letter and the standard terms and conditions. LIMITED LIABILITY PARTNERSHIPS (LLP) Recurring compliance work We will prepare the LLP self assessment tax ...
Tax Account Credentials
With Engager, you may find that you need to store your credentials, passwords and logins etc. We would recommend using 'memos' for client-specific logins, or using the Notes on your Dashboard for your company login details In order to create a memo, ...
Overview of Menus in Client View
This guide will help you understand where to access your pertinent information within Engager. By clicking on a clients name it opens their record. There are two main menus - Steps 1 -9 along the top, these are the setup menus that you may need to go ...
Client ID / Reference
Can I change the Client ID? When new customers join Engager, they often ask whether they can Engager to sync up their existing Client References Numbers / IDs to Engager, and Engager to follow suit sequentially. Unfortunately this is not possible and ...
How to delete a client record
Although we don't really recommend deleting data from the Engager platform, there are times when you've made a genuine mistake and just want to get rid of what you've done. Additionally, this could be a prime opportunity to check your PERMISSIONS for ...