abctax55
Level 15
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Excellent hijack, Jensen and very articulate.

Even if I let a few clients (simple returns) skip the organizer, they MUST complete the questionnaire.  

And I modify/add to Lacerte's standard questionnaire every year, carrying forward my changes year to year.  

Even if the client doesn't complete the questionnaire, I use it in the interview/preparation/review process to verify that all information from the prior year is either included in the current year, or an explanation as to why it's not applicable for the current year is provided.
Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

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