Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Industry Discussions
- :
- Practice Advice
- :
- Re: 2021 Questionaire
2021 Questionaire
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
pamdory
Level 8
11-22-2021
04:47 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I've been working on tax season preparation today. One of the things I do each year is print out the questionnaire from the new organizer and compare it with the one I tweaked the year before. Over the years I've omitted a couple questions, edited several and added other questions that I end up having to ask everyone otherwise. For instance, if a question asks if they sold/bought their home I add that I want to see the settlement statement. Questions I've added include whether they made charitable contributions directly from their RMD or did they use any funds from a home equity loan - items not in the default questionnaire .
I'm curious if anybody else is doing this and if so if interested in sharing what changes we've made.
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
3 Comments 3
DatabaseRobert
Level 4
12-22-2021
10:38 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We edit the questions pages in the Organizer quite heavily.
The complete organizer that my firm uses for onboarding new clients is located here:
https://www.pdfautomationstation.com/public/images/JF-Blank-2020-Organizer.pdf
The questions are several pages back, behind page2/Dependents and before the bright pink page that I affectionately refer to as the "dear dumbass" page.
("Did you make estimates?" "If yes, then TELL US about it.")
Robert Kirk
LTUGtools
pamdory
Level 8
12-22-2021
12:19 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thanks for sharing your organizer Robert.
What application did you use to convert it to a fillable form?
DatabaseRobert
Level 4
12-22-2021
05:49 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
See the last message of page 8 of this thread:
https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/pdf-version-of-organizer/idi-p/123...
One that I had a hand in creating. (Some of the background history for that is on page 9 of that thread.)
I use external pages for getting all of the "pretty" pages up front--letterhead, different colored backgrounds, and so on--and because I want client-unique passwords on the files, I use another (free!) utility, "PDFtk" (PDF toolkit) and marry those all together.
https://www.pdflabs.com/docs/pdftk-man-page/
Other users just print their organizers as PDFs, and then use the (new last year) function inside of the field-laying utility to "skip # pages" (in order to jump over the slip sheets, client & engagement letter, and so on).
Robert
