kvanbortel
Level 1
01-27-2022
02:37 PM
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Level 15
01-27-2022
02:41 PM
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No questionnaire with ProSeries. Go through the Fed Info worksheet then start pulling up the worksheets or forms your clients return requires.
The green WHERE DO I ENTER button on the toolbar pretty helpful when trying to find what you need.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Dusty2
Level 7
01-27-2022
03:46 PM
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There is a client checklist.
Level 15
01-27-2022
04:48 PM
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I think they're looking for the "interview" type questionnaire like TurboTax or other online consumer (DIY) tax prep software has for collecting taxpayer information.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪