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♥¸¸.•*¨*•♫♪