约定书是一份合同,它确定了从业者将为其客户提供的服务. Each engagement requires careful consideration to address its particular circumstances. We’ve provided sample engagement letters so you can tailor them to your clients’ needs.
这些约定书样本和条款和条件附录是与 CNA, the endorsed underwriter of the AICPA Professional Liability Insurance Program. 一定要和你公司的法律顾问一起检查你的信件的完整性和准确性,并考虑咨询你公司的专业责任保险公司.
Also included are the Sec. 7216份同意书样本,当所提供的服务需要使用时,应与这些约定书一起使用.
Sec. 7216禁止报税人故意或不顾后果地披露或使用报税信息. Access templates to help you comply.
2023 Amended Return Engagement LetterInitiate a contract between you and your client for an amended tax return engagement.
2023 Audit Representation Engagement LetterInitiate a contract between you and your client for an audit representation engagement.
2023 C Corporation Engagement Letter – Form 1120在你和你的客户之间发起一份C公司所得税申报合同(表格1120).
2023 Employee Benefit Plan Engagement Letter – Form 5500在您和您的客户之间发起一份关于员工福利计划回报约定的合同(表格5500).
2023 Engagement Closure LetterClearly define the conclusion of each engagement using this template. This letter can be an important tool in the event of a professional liability claim.
2023 Estate and Inheritance Engagement Letter – Forms 706 and 8971在你和你的客户之间签订一份关于遗产和继承税申报的合同(表格706和8971).
2023 Estate and Trust Engagement Letter – Form 1041在你和你的客户之间签订一份遗产及信托税申报表(表格1041).
2023 Exempt Organization Engagement Letter – Form 990在您和您的客户之间发起一项免税组织纳税申报合同(表格990).
2023 Gift Tax Engagement Letter – Form 709在你和你的客户之间发起一份关于赠与税申报的合同(表格709).
2023 Individual Tax Return Engagement Letter – Form 1040在您和您的客户之间发起一份个人所得税申报合同(表格1040).
2023 Partnership Engagement Letter – Form 1065在您和您的客户之间发起一份合伙企业纳税申报合同(表格1065).
2023 Private Foundation Engagement Letter – Form 990-PF在您和您的客户之间发起一项私人基金会纳税申报合同(表格990-PF).
2023 Report of Foreign Bank and Financial Accounts Engagement LetterInitiate a contract between you and your client for an FBAR engagement (FinCEN Report 114).
2023 S Corporation Tax Return Engagement Letter – Form 1120-S在你和你的客户之间发起一份关于美国公司所得税申报的合同(表格1120-S).
2023 Sample Terms and Conditions AddendumAddress the administrative and legal elements of an engagement such as policies and limitations; include it with your engagement letters, where applicable.
2023 Tax Consulting Engagement LetterInitiate a contract between you and your client for a tax consulting engagement.
2023 Tax Projections Engagement LetterInitiate a contract between you and your client for a tax projections engagement.