Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

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

    spookwirick
    Level 1
     
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    9 Comments 9
    TaxGuyBill
    Level 15

    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.

    IRonMaN
    Level 15

    Hit the print button?


    Slava Ukraini!
    TaxGuyBill
    Level 15

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

    IRonMaN
    Level 15

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


    Slava Ukraini!
    spookwirick
    Level 1

    The question was not answered.

     

    0 Cheers
    spookwirick
    Level 1

    The software provides a client tax questionnaire, but I cannot print it.  How does a user print that questionnaire?

    0 Cheers
    spookwirick
    Level 1

    Nice that you can relate.  Now, can you answer my question?

    0 Cheers
    spookwirick
    Level 1

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

    0 Cheers
    IRonMaN
    Level 15

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


    Slava Ukraini!
    0 Cheers