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Engagement Letters Updated for 2021-2022 Tax Year

We have reviewed all of our engagement letters and have updated the letters as necessary for the 2021/2022 tax year. You’ll find our most popular letters on the Members-Only Site in the Engagement Letters Resource Center.

For tax letters: A date following the title means the letter was reviewed and updated (e.g., [Name of Letter] 10-21 means the letter was updated in October 2021). Those with an asterisk following their name have been reviewed but had no changes.

For sections marked “Reviewed/No Changes”: The letters in those sections are current.
For sections where some letters have been updated and others haven’t: The revised letters will have a date following the title, and letters that haven’t changed will be indicated with an asterisk following the title.

If you don’t see a specific letter you’re interested in, please contact Loss Prevention at 1.800.652.1772 or

to request additional letters.

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