also, on the Link list to the clients it would be really great to have the list that u (PTO) pulls from last years tax return, but then ALSO (in addition to) have firm specific questions for ALL my clients.  The last 2 years PTO had NO questions on Stimuls received nor the Adv CTC recd, ... always things a firm want to ask ALL their clients. Adding these one by one to each client from an excel list IS NOT efficient