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Access Engagement/Disengagement Letters and Client Questionnaires

Please note: If you did not receive a serial number, or if you misplaced your serial number, please contact Surgent at (800) 778-7436 or

Please enter you serial number below, and then click "Validate". Instructions to view, print, and save the material will appear on the screen.

Depending on what you purchased, your serial number begins with:

EGA4: Package of all engagement/disengagement letters
EGAG: Individual tax engagement letter and questionnaire
EGAB: Business tax engagement letter and questionnaire
EGAT: Estates and trusts engagement letters
DEGA: Disengagement letters

This code is followed by a series of numbers and dashes.

You can find this number in your order confirmation. (If you have not yet purchased this product, you must order it to obtain a serial number.) Please note that each product is accessed separately, unless you have purchased the EGA4 package.

Enter Serial Number:

Download Engagement or Disengagement Letters

To Print a file: With the file open, go to the "file" menu at the top of the screen and select "print."

To Save a file: With the file open, go to the "file" menu at the top of the screen and select "save as." You will then be prompted to choose a destination and a name for your file

Note: Microsoft Word is required to open Engagement/Disengagement files. If you do not have Microsoft Word on your computer, you must purchase it.

Questions? Please email or call (800) 778-7436 and ask for the self-study department.

For customer service or technical support, please call (800) 778-7436.
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