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