The only customization Link provides is a low level proforma of its standard template for Questions and Document Checklists based on each client's prior year data.

You can create your own customized templates but those cannot be automatically individualized the way you described.

The only way to achieve what you want to do is to manually copy and paste from your prior year Questions/Document Checklists.

Understand that's not what you'd like to hear but those are the limitation in Link.