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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Link - questionnaire in format
Link - questionnaire in format
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Strongsilence-C
Level 10
04-08-2022
09:01 AM
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I'd like to get the client questionnaire in a format similar to the regular questionnaire (non-link.) I see that the questions can be downloaded into Excel. But this doesn't produce a readable format for me.
Can the questionnaire easily be downloaded to a PDF or a format for easier reading
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