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MANAGE YOUR RISK ITS A NO BRAINER

tax_mandate_letter.pdf
File Size: 190 kb
File Type: pdf
Download File

Mandate Letter by Mark Silberman on Scribd

MANAGING YOUR RISK
One of the most important things you can do in your tax practice is to eliminate your risk. This you do by providing your client with a mandate letter as shown on the left. Make sure that the mandate letter indicates all the risk areas. The mandate letter is also used as an educational document so that your client understands whats involved.

The problem is communicating the mandate letter to your client and making sure your client accepts the terms of the letter and that they have a signed copy and you have it on file:
  • In Sky Tax this is totally automatic - the system sends out the letter in bulk
  • Accfin supplies the letter which you may edit
  • Your client digitally signs the letter
  • The letter returns automatically into the Sky Tax system and is stored in your documents folder of Sky
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  • HOME
    • Blog
    • Solutions
    • Cash Flow
    • Pro-Series
    • Manual vs Back Office
    • PROSERIES DOWNLOAD
    • Licence
    • Email Disclaimer
  • SKY
    • Sky Brochures
    • Sky Tax Mandate
    • Sky Shorts
    • CASE STUDIES
    • SKY SOFTWARE
    • SKY TAX
    • Sky tax Videos
    • SKY SEC
    • SKY TIME
    • SKY DEBTORS
    • SKY CRM
    • SKY PAYROLL
    • TECHNICAL SPECS
    • DIGITAL SIGNATURES
    • SUPPORT REQUEST
  • WEBINARS
    • CoLaw Webinars on Demand
    • Webinars To Go
    • Sec Practice Community
    • TAX WEBINARS
    • SEC WEBINARS - BEST OF THE BEST
  • Sky Academy
    • Articles 20 Published
    • Sky Manual
    • Sky Tax Academy >
      • TAX COMPLIANCE COURSE NOV 2020
      • Sky Tax Master & Setup >
        • Tax Mandate Letter
      • Sky Tax ITR12 >
        • Tax Pre- Season Letter
        • Auto Assessment
      • Sky Tax ITR14 >
        • Sky Tax Prov Letters
      • Sky PROVISIONAL TAX
      • Prov Tax P2 e-book
      • Manage Risk
    • Sky Secretarial Academy >
      • BASIC COMPANY LAW
      • ADVANCE COMPANY LAW
      • Company Law - Compliance Form
      • Company Law Update
      • COLAW QUESTIONS
    • Sky Time Debtors Academy