Enabling e-signatures (If applicable)

Enabling e-signatures (If applicable)

If your firm has e-signatures for Jazzit letters (see our pricing page for information on customization services), the PACT Jazzit letters (and some checklists) can make use of them.

Please see technical bulletin JZ068

The following PACT document support electronic signatures:

BK-1: Engagement letter - Bookkeeping
BK-2: Bookkeeping Client - items to request
BK-3: Bookkeeping Client - preparation and review checklist
C1-10: Engagement acceptance/continuance
C2-10: Knowledge of the entity
C3-10: Completion checklist
C3-90: Worksheet - Withdrawal
CL1. 1: Compilation engagements letter
CL1. 2: Management responsibilities letter - financial information
C3-05 (9200): Compilation engagement - Independence checklist
C3-10 (9200): Compilation engagement planning and completion checklist
CL1.1 (9200): Compilation engagements letter
CL1.2 (9200): Management responsibilities letter - financial information
OL1.1 (9200): Engagement letter - Compilation of a financial forecast
OL1.2 (9200): Engagement letter - Compilation of a financial projection
OL2.1 (9200): Management representation letter - financial forecast
OL2.2 (9200): Management representation letter - financial projection
TSEL1: Corporate tax engagement letter
TSEL2: General tax compliance services engagement letter
TSEL3: General tax consulting services engagement letter
TSEL4: Partnership tax services engagement letter
TSEL5: Personal tax engagement letter
TSEL6: Trust tax services engagement letter
TSTL1: Standard transmittal letter (T1 EFILE)
TSTL2: Standard transmittal letter (T1 PAPER FILE)
TSTL3: Standard transmittal letter (T2 EFILE)
PTST1: Personal tax checklist (T1)
PTT1ORG: Personal tax organizer
PTST2: Corporate tax checklist (T2)
PTST3: Trust tax checklist (T3)
PTST4: Capital Dividend Election Checklist
PTST5: Client Acceptance Checklist
PTST6: Partnership Financial Return (T5013) Checklist
PTST7: Registered Charity Information Return (T3010 Checklist)
JZPRA: P&C with Y/N & checkmark
JZPRB: P&C with checkmark and initials
JZPRC: P&C with Y/N and initials
JZPRD: P&C with multiple Y/N columns
JZPRE: P&C with Y/N, WP ref, comments, multiple checkmarks
PTQ1-PTQK: Additional letter