MAS
Engagement Letters
Matches your real letters. Fill the blanks, print to PDF, send via Adobe Sign.
Bookkeeping
Tax Prep
Credit Auth
Client
Letter date
Client name (with dba)
Contact first name (Dear ___)
Address
City, State, ZIP
Bookkeeping services
Bank Reconciliation
accts
Credit Card Reconciliation
accts
Monthly Financial Stmts
Financials delivered by the ___ of following month
Monthly Sales Tax Return
Sales tax filed by the ___ of following month
Payroll Processing
Payroll frequency
Monthly
Biweekly
Weekly
# of employees
Payroll fee $ (optional)
Leave fee blank to fold into the monthly total, or enter a separate payroll fee.
Annual Corp Tax Filing
Filing detail (form + state)
Annual fee $
Bill year
Billed monthly, folded into the recurring fee.
QBO Plus (MAS discount)
Billed monthly passthrough.
One-time / conditional fees
1099s / 1096 (EOY)
$ per 1096
$ per 1099
Insurance Audit Assist
Billing
Bookkeeping + payroll $/mo
Auto-debit start day
Return share $/mo
QBO passthrough $/mo
Return share = annual return ÷ months remaining (e.g. 1,200 ÷ 6 = 200). Total below flows to the Credit Auth.
Engagement begin date
Client phone (for Credit Auth)
Total monthly auto-debit
$0.00
Tax prep engagement
Tax year
Return scope
Entity reference (how to refer to client in body)
Used in "...returns for ___" and "on the behalf of ___" lines.
Office contact line (closing)
Tax Credit Auth
These feed the Credit Auth form when generated from Tax Prep mode. Switch to the Credit Auth tab to view/print it.
One-time tax prep fee $
Client phone
Card = "Account on File"
Checked prefills the Credit Card # line with "Account on File". Uncheck to leave the line blank for the client to write in.
Print / Save as PDF →
Reset
Enter the client name to start.