Complete - All the pages
Partial - pick and choose which pages you want to print.
Condensed - Use the Condensed Quest. rather than the Questionnaire Def. This is just a matter of how many questions. YOU can customize either of these to make you own questions. It does take a bit of trial and error to get page breaks set up and lining up the [YNBOX] which is the two boxes to check for Yes or No.
You will always get inconsistent responses. Clients don't really read and just check a box or write something. Clients don't understand and won't ask questions and just check a box or write something.
I used Condensed Quest. I customize it to fit my state and what I feel might affect my clients. I use the Client Letter as the slip sheet. I print double sided. Client letter backed by engagement letter. I make the Condensed Quest a two page item.
"I would prefer to show all info for the prior year and blank spaces for the current year and not show all the miscellaneous scheules."
This is controlled in the Organizer Settings: You can click individual pages to Suppress, Force or When Applicable. Force means to print even if there was no data from last year - Maybe you do this for stock sales???? Generally use When Applicable, meaning there was data last year. Notice I chose Suppress for Sale of Home - Even if they did sell last year, what is the likelihood of selling this year. I suggest you set up what you THINK is right and print to pdf to see how it works out. I will probably take a few seasons to get this fine tuned to what YOU want the organizer to be.
