GoProposal

OverSuite helps you create compliant engagement letters and related documents in GoProposal. Below are answers to frequently asked questions.

OverSuite and engagement letter FAQs

Discover why GoProposal advises you to issue separate engagement letters for audit or independent examination work and other services.

Do I need separate engagement letters for audit and other work?

Learn why OverSuite doesn't provide a service schedule for tax investigation cover. Discover what you can do instead.

Do I need a service schedule for tax investigation cover?

OverSuite provides more than 60 service schedules in GoProposal. If you can't find a schedule for a service, it's likely for one of these reasons.

What to do if a service schedule is missing in OverSuite

Understand whether you need a new GoProposal engagement letter when reviewing bookkeeping or payroll fees. Find out how to ensure you're fully protected.

Do I need a new engagement letter for bookkeeping or payroll reviews?

In GoProposal, OverSuite handles referrals and commissions, disclosures, and helps you understand how to notify clients correctly.

How to disclose referrals and commissions in OverSuite

Understand what to do when a company engages you to complete directors’ tax returns. Discover if each director needs their own engagement letter in GoProposal.

Do directors need separate engagement letters for tax returns?

Sometimes you'll you agree to do extra work for a GoProposal client. Understand what to do when the client has already signed an OverSuite engagement letter.

Do I need to reissue the engagement letter for an extra work?

OverSuite allows you to request multiple signatures from different parties and specify which documents they must authorise. Understanding this process in GoProposal ensures compliance and protects your firm.

Who should authorise the engagement letter and privacy notice?

Learn why OverSuite requires a nominated individual when sending engagement letters in GoProposal and how this protects your firm.

What is the purpose of the nominated individual in engagement letters?

Understand how to create a compliant audit engagement letter in OverSuite. Learn what to do if you provide extra services in GoProposal.

How to produce a compliant audit engagement letter in OverSuite

Russell Henderson

OverSuite® Educational Content

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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