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

Where is the tax questionnaire located (not the organizer)

kvanbortel
Level 1
 
0 Cheers
3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

No questionnaire with ProSeries.  Go through the Fed Info worksheet then start pulling up the worksheets or forms your clients return requires. 

The green WHERE DO I ENTER button on the toolbar  pretty helpful when trying to find what you need.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Dusty2
Level 7

There is a client checklist.

Just-Lisa-Now-
Level 15
Level 15
I think they're looking for the "interview" type questionnaire like TurboTax or other online consumer (DIY) tax prep software has for collecting taxpayer information.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers