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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!
