CNG
Level 1
‎01-22-2021 03:02 PM

Has Lacerte or anyone updated the 2019 client questionnaire to include new questions for 2020? I.e., stimulus received, PPPloan, etc

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sjrcpa
Level 15
‎01-22-2021 03:06 PM
Lacerte added a few questions in the Organizer. You can add more or change the ones they have.

The more I know the more I don’t know.
abctax55
Level 15
‎01-22-2021 03:57 PM

Yes Lacerte did - they are at the very end.

I moved them to the beginning of the questionnaire, and expanded them.

HumanKind... Be Both
George4Tacks
Level 15
‎01-22-2021 04:11 PM

Those are in the one labeled "Questionnaire def."

 


Answers are easy. Questions are hard!