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- How do I create a client-specific questionnaire in ProSeries?
How do I create a client-specific questionnaire in ProSeries?
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rogerpearce2
Level 1
02-08-2024
06:09 PM
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Today I found a new procedure for sending a questionnaire based on last year's client-specific customized questions. My ProSeries HomeBase View for Form 1040: Individual has no Invite column. However from that same View in ProSeries...
1) Select a client, then go to Tools - Intuit Link - Invite Client to Intuit Link.
2) Select Get Started, then un-check option for Include Questionnaire Standard Questionnaire, leaving checked Create Checklist.
3) Select Send. This will send last year's questions for that selected client alone to Intuit Link. Now go to Inuit Link, review the client, and send the Draft Requests.
4) Repeat procedure for each client.
