New Client Intake-Questioner

[NewBee1]

Any one care to share their own Client intake questioner for busines and individuals? 

[George4Tacks]

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