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Client Questionaire for 2020

CNG
Level 1

Has Lacerte or anyone updated the 2019 client questionnaire to include new questions for 2020? I.e., stimulus received, PPPloan, etc

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3 Replies 3
sjrcpa
Level 15
Lacerte added a few questions in the Organizer. You can add more or change the ones they have.

ex-AllStar
abctax55
Level 15

Yes Lacerte did - they are at the very end.

I moved them to the beginning of the questionnaire, and expanded them.

(I wanna be a member of the pot stirring club too)
George4Tacks
Level 15

Those are in the one labeled "Questionnaire def."

 


ex-AllStar