Intuit Link Questionnaire updates

[Bapone]

This is EXTREMELY cumbersome and time consuming. There needs to be a template that can be uploaded to make this go faster for any updates. Can this be done instead of going one by one question and one by one client?!

[strongsilence]

THIS!

This deserves VOTES!

It is a recipe for disaster when Clients don't want to complete the organizer and tax preparers don't have time to update the questionnaire!  Things are getting missed!  

And when I see that they questions are not added or requests for files are missed by me, then I have to return to the client to ask for it.  Embarrassing.

SOLUTION IDEA:  CREATE THE OPTION TO DROP THE ORGANIZER ITEMS INTO LINK.  Since the organizer is the most complete document, then preparers don't have to worry.  

[Anonymous]

Thanks for the idea to upload a questionnaire template for Intuit Link. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > Lacerte Idea Exchange


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[strongsilence]

EITHER MAKE THE organizer into a fillable PDF OR DROP THE ENTIRE ORGANIZER INTO LINK.!!!

Preparers can't be expected to add all items needed from a client into Link.

I'm missing too many info items because clients are not providing them because Link takes too much of my time to add, edit and organize!