ProSeries Tax Questionnaire 2019

[mbancpa]

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

[itonewbie]

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!

[IntuitAustin]

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@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!

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I will see what I can find out on this! 

[User FIDO 61]

What say you @IntuitAustin?

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

Is Intuit aware the Lacerte Questionnaire is deficient?

[User FIDO 61]

..

[mbancpa]

How does one customize Intuit Link questionnaire?

[itonewbie]

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@mbancpa wrote:

How does one customize Intuit Link questionnaire?

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1. Log into Link for Accountants;
2. Click on Firm Settings on the left panel;
3. Click on the Request Templates tab;
4. Click on the copy icon next to the name of the existing template you want to create a new one with or click on the +New Template button to create a new one from scratch.

[User FIDO 61]

Was there ever any follow-up on the organizer omissions? 

[mbancpa]

BAZINGA!

[srolon]

How can I change the default questionnaire to my newly created template from the drop down that comes up when trying to invite a client through the homebase in Proseries?

[itonewbie]

I may be wrong but I don't believe you can select your custom template to be the default.

https://proconnect.intuit.com/community/banking/help/using-proconnect-intuit-link-in-proseries/00/53...