I've been working on tax season preparation today.  One of the things I do each year is print out the questionnaire from the new organizer and compare it with the one I tweaked the year before.  Over the years I've omitted a couple questions, edited several and added other questions that I end up having to ask everyone otherwise.  For instance, if a question asks if they sold/bought their home I add that I want to see the settlement statement.  Questions I've added include whether they made charitable contributions directly from their RMD or did they use any funds from a home equity loan - items not in the default questionnaire .  

I'm curious if anybody else is doing this and if so if interested in sharing what changes we've made.