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estimated payment question should be added to Link questionnaire

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estimated payment question should be added to Link questionnaire

cpawayne

the Link questionnaire has no question regarding estimated payments.  Several clients have noted this and asked about a place to enter estimated payments made.  

The questionnaire or the documents should have a place to enter estimated

Status: New
0 Votes
Vote now if this is a good idea
1 Comment
pamdory
Level 8

It would be helpful if Link could easily utilize the templates present in the regular organizer system.  Many Lacerte users take the time to edit/customize the questionnaire, client letter and engagement each year.  I've not found a way to access use these documents for use in the Link application.  This year in particular Link has been frustrating for the few clients I have who want to use it.  And at that point in the season I can't go out and troubleshoot things to help them.

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