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Enabling e-signatures (If applicable)

If your firm has e-signatures for Jazzit letters, 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