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Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
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- Re: 2021 Questionaire
2021 Questionaire
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pamdory
Level 8
11-22-2021
04:47 PM
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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.
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DatabaseRobert
Level 4
12-22-2021
10:38 AM
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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
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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
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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
