Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I print the client tax questionnaire to send out in advance of preparing return?

spookwirick
Level 1
 
0 Cheers
9 Comments 9
TaxGuyBill
Level 15

That is entirely up to you. 

You NEED to ask your clients a number of questions in order to prepare an accurate tax return.  The tax questionnaire may be able to help you ask those questions.   Personally, I have my own questionnaire that I require my clients to fill out, which includes some state-specific questions.

IRonMaN
Level 15

Hit the print button?


Slava Ukraini!
TaxGuyBill
Level 15

Either I entirely misread the question, or the OP changed the question.   LOL.  🤣

IRonMaN
Level 15

I've been down both of those roads before so I can relate.😀


Slava Ukraini!
spookwirick
Level 1

The question was not answered.

 

0 Cheers
spookwirick
Level 1

The software provides a client tax questionnaire, but I cannot print it.  How does a user print that questionnaire?

0 Cheers
spookwirick
Level 1

Nice that you can relate.  Now, can you answer my question?

0 Cheers
spookwirick
Level 1

I've tried that, of course.  It didn't work, so I posted the question.

0 Cheers
IRonMaN
Level 15

But you are a little light on details.  Do you have the organizer downloaded?  What happens when you try to print?


Slava Ukraini!
0 Cheers