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S
spookwirick
Level 2
February 6, 2022
Question

How do I print the client tax questionnaire to send out in advance of preparing return?

  • February 6, 2022
  • 2 replies
  • 13 views
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2 replies

T
TaxGuyBill
Level 15
February 6, 2022

That is entirely up to you. 

You NEED to ask your clients a number of questions in order to prepare an accurate tax return.  The tax questionnaire may be able to help you ask those questions.   Personally, I have my own questionnaire that I require my clients to fill out, which includes some state-specific questions.

    T
    TaxGuyBill
    Level 15
    February 6, 2022

    Either I entirely misread the question, or the OP changed the question.   LOL.  🤣

      IRonMaN
      IRonMaN
      Level 15
      February 6, 2022

      I've been down both of those roads before so I can relate. 😀

      Slava Ukraini!
        IRonMaN
        IRonMaN
        Level 15
        February 6, 2022

        Hit the print button?

        Slava Ukraini!
          S
          spookwirickAuthor
          Level 2
          February 7, 2022

          I've tried that, of course.  It didn't work, so I posted the question.

          IRonMaN
          IRonMaN
          Level 15
          February 7, 2022

          But you are a little light on details.  Do you have the organizer downloaded?  What happens when you try to print?

          Slava Ukraini!
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