WEBVTT 00:00:03.633 --> 00:00:09.000 An engagement is one job for one client, such as their 2026 T1 return. 00:00:09.000 --> 00:00:13.633 Start from Home: click New engagement. 00:00:13.633 --> 00:00:17.167 First, pick the client. Everyone on your Clients list is here. 00:00:17.167 --> 00:00:24.867 Type a name or email to narrow the list, then click the client. 00:00:24.867 --> 00:00:29.967 Their name and email come straight from the client record. 00:00:29.967 --> 00:00:35.067 Engagement type is the kind of work. T1 personal fits Daniel’s personal return. 00:00:35.067 --> 00:00:38.933 Service year is the tax year you’re working on — 2026 here. 00:00:38.933 --> 00:00:43.700 Starting template fills in a document checklist for you — six requests for a T1. 00:00:43.700 --> 00:00:48.167 Prefer to build the checklist yourself? Choose Blank workspace. 00:00:48.167 --> 00:00:52.000 A blank workspace starts with no requests. You add each one yourself. 00:00:52.000 --> 00:00:57.567 For Daniel, keep the T1 Personal Return template. You can adjust it afterwards. 00:00:57.567 --> 00:01:01.300 Assign to sets who owns the engagement. Priya will handle this one. 00:01:01.300 --> 00:01:06.233 Click Create engagement. 00:01:06.233 --> 00:01:09.267 Docket creates the engagement and opens it. 00:01:09.267 --> 00:01:13.700 The header shows the client, the file’s status, the deadline and who it’s assigned to. 00:01:13.700 --> 00:01:17.967 Upload completeness tracks how many required documents your client has sent. 00:01:17.967 --> 00:01:22.433 Files move from Upload, while you collect documents, to Review / Export. 00:01:22.433 --> 00:01:27.267 Next decision tells you what to do next on this file. 00:01:27.267 --> 00:01:33.400 The Client request list is the checklist your client uploads against. The template added six requests. 00:01:33.400 --> 00:01:38.800 Uploads & manual review is where you’ll check the files your client sends. 00:01:38.800 --> 00:01:43.133 Every client is different, so adjust the checklist before you send it. 00:01:43.133 --> 00:01:49.033 Need something the template doesn’t cover? Click + Add request. 00:01:49.033 --> 00:01:58.633 Name the request and tell the client what to upload. 00:01:58.633 --> 00:02:03.033 Leave Required for completion ticked when you need this document to finish the file. 00:02:03.033 --> 00:02:10.000 Click Add request. 00:02:10.000 --> 00:02:14.033 Your request joins the checklist, marked accountant added. 00:02:14.033 --> 00:02:19.567 Medical expense receipts is optional. Daniel paid medical bills this year, so make it required. 00:02:19.567 --> 00:02:23.367 Click Edit. 00:02:23.367 --> 00:02:31.133 Tick Required for completion, and update the description to match. 00:02:31.133 --> 00:02:37.567 Click Save. 00:02:37.567 --> 00:02:42.233 Medical expense receipts is now required, with the new description. 00:02:42.233 --> 00:02:46.967 If a request doesn’t apply, waive it. Daniel had no T4A income this year. 00:02:46.967 --> 00:02:51.667 Click Waive. 00:02:51.667 --> 00:02:57.233 Waived requests stay on the list, greyed out, so everyone can see what was skipped. 00:02:57.233 --> 00:03:02.367 Your client uploads through a secure portal link. It lives here, under Move the file forward. 00:03:02.367 --> 00:03:07.233 Next, preview the portal and collect documents. 00:03:07.233 --> 00:03:12.800 Engagements, under More tools, tracks every engagement in one place. 00:03:12.800 --> 00:03:16.433 Daniel’s T1 is here. Add your next engagement from here too. 00:03:16.433 --> 00:03:28.767 Click New engagement. This time, a T2 for a corporate client. 00:03:28.767 --> 00:03:32.600 Set Engagement type to T2 corporate. 00:03:32.600 --> 00:03:36.900 The starting template switches to T2 Corporate Return, with five requests. 00:03:36.900 --> 00:03:42.133 Click Create engagement. 00:03:42.133 --> 00:03:46.167 Northwind Bakery’s engagement opens with its own T2 checklist. 00:03:46.167 --> 00:03:50.567 Back to Engagements. 00:03:50.567 --> 00:03:55.900 The summary counts active engagements, deadline risk, files waiting on the client, and owners. 00:03:55.900 --> 00:04:00.033 Firm workload lists every engagement, with the most pressing due dates first. 00:04:00.033 --> 00:04:05.900 Each row shows status, owner, document progress, due date and the next action. 00:04:05.900 --> 00:04:10.333 Click a client’s name to open their engagement. 00:04:10.333 --> 00:04:14.533 Next up: preview the client portal and collect documents.