You can save time by creating an engagement for all of your clients, follow the steps below to create client engagements for all of your clients.
- Click on the Clients icon as shown below:
- Without selecting any clients, click on the Create engagements for all clients icon .
Note: This icon will not appear If you have any clients selected.
- On the next screen, Click on Tax Engagement to select a different type of Engagement if needed.
- Select the Period (year), on the next line for the engagement you are trying to create.
- Click the icon on the top left to Save.
- A confirmation window will open. Press OK.
- You will receive an email confirmation once the engagements have been created for all of your clients.