CR EA
Level 1

From Proseries: Open clients return. Go to Tools in top toolbar and click Client checklist, print the client checklist to pdf and save to your computer. 

Open client in Link, click on Documents, and upload the client checklist.

Invites for prior year clients are sent with the option of a questionnaire that is based on their previous years tax return and you can personalize further by opening Link and adding specific requests or changing a request template

 

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