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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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New Client Intake-Questioner
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NewBee1
Level 1
01-13-2023
05:19 PM
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Any one care to share their own Client intake questioner for busines and individuals?
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George4Tacks
Level 15
01-14-2023
10:33 AM
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FYI- This section is not intended for questions. It is to post ideas that would improve the program.
Than said, here are the blank Individual Organizers offered by ProConnect Tax:
https://digitalasset.intuit.com/DOCUMENT/A9q2k6gft/TY22ExtendedOrganizerBlankForms.pdf
https://digitalasset.intuit.com/DOCUMENT/A0JM4ujrD/TY22CondensedOrganizer_Blank_Forms.pdf
Answers are easy. Questions are hard!
