itonewbie
Level 15

To edit the questions, you can follow the instructions in this article: https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170

I don't believe the integration of Lacerte and Link is programmed to allow printing of the Checklist/Questionnaire in PDF (unlike ProConnect Tax, which has its own limitations).  You may, however, download these as a csv file from Link for Accountants, which you can then send to your client: https://link.intuit.com/accountant/login/#/signin

Personally, I think it's counter-intuitive to use the Link Checklist/Questionnaire with Lacerte when you have conventional proforma organizers available (which ProConnect Tax does not).

The Link Checklist/Questionnaire, IMHO, is oversimplified and is prone to generate more questions that you need to clarify along the way (for CYA and/or due d purposes) - unless, of course, you client has a very simple return.  The only advantage is that you can go back and forth on items in the Checklist/Questionnaire and that it enables you to import certain tax documents from Link.  Using a conventional proforma organizer doesn't have to mean that you have to abandon the use of Link altogether.  You can still use Link to supplement the proforma organizer, for example, to itemize documents your client needs to upload and by using that as a portal to track/correspond with your client for each piece of OSI.

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Still an AllStar