Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Client Questionaire for 2020

Level 1

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

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

3 Comments 3
Level 15
Lacerte added a few questions in the Organizer. You can add more or change the ones they have.

Level 15

Yes Lacerte did - they are at the very end.

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

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
Level 15

Those are in the one labeled "Questionnaire def."


Here's wishing you many Happy Returns