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kvanbortel
Level 1
January 27, 2022
Question

Where is the tax questionnaire located (not the organizer)

  • January 27, 2022
  • 2 replies
  • 9 views
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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
January 27, 2022

No questionnaire with ProSeries.  Go through the Fed Info worksheet then start pulling up the worksheets or forms your clients return requires. 

The green WHERE DO I ENTER button on the toolbar  pretty helpful when trying to find what you need.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    D
    Dusty2
    Level 6
    January 27, 2022

    There is a client checklist.

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      January 27, 2022
      I think they're looking for the "interview" type questionnaire like TurboTax or other online consumer (DIY) tax prep software has for collecting taxpayer information.
      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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