ProSeries Tax Questionnaire 2019

Forum|Forum|6 years ago
January 5, 2020
10 replies
61 views

I have two questions:

1) Is the template of tax questionnaire questions open to formatting? And if not,

2) Will a question regarding cryptocurrency be included?

Thank you.

Ron F. CPA

ProSeries Professional

This topic has been closed for replies.

itonewbie

Level 15

1) No, the PDF organizer is not customizable. If you use Link, however, the Questionnaire and Document Checklist can be customized.

2) Intuit is aware its organizers omitted the question on crypto and would probably be updating them for that along with questions related to the two acts signed into law in Dec. However, there is no official word yet when that might happen.

@IntuitBettyJo @IntuitAustin Would you have any insight on what to expect on #2? Thanks!

---------------------------------------------------------------------------------Still an AllStar

IntuitAustin

Level 10

@itonewbie wrote:

1) No, the PDF organizer is not customizable. If you use Link, however, the Questionnaire and Document Checklist can be customized.

2) Intuit is aware its organizers omitted the question on crypto and would probably be updating them for that along with questions related to the two acts signed into law in Dec. However, there is no official word yet when that might happen.

@IntuitBettyJo @IntuitAustin Would you have any insight on what to expect on #2? Thanks!

I will see what I can find out on this! :smileyhappy:

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution"

User_61

Level 7

What say you @IntuitAustin?

Do you expect changes to the Organizer Questionnaire with Lacerte updates?

Is Intuit aware the Lacerte Questionnaire is deficient?

♫ faint buzzing noise ♪

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