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Client Questionaire for 2020

CNG
Level 1

Has Lacerte or anyone updated the 2019 client questionnaire to include new questions for 2020? I.e., stimulus received, PPPloan, etc

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3 Comments 3
sjrcpa
Level 15
Lacerte added a few questions in the Organizer. You can add more or change the ones they have.
The more I know, the more I don't know.
abctax55
Level 15

Yes Lacerte did - they are at the very end.

I moved them to the beginning of the questionnaire, and expanded them.

HumanKind... Be Both
George4Tacks
Level 15

Those are in the one labeled "Questionnaire def."

 


Answers are easy. Questions are hard!