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C
CNG
Level 1
January 22, 2021
Question

Client Questionaire for 2020

  • January 22, 2021
  • 3 replies
  • 10 views

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

sjrcpa
sjrcpa
Level 15
January 22, 2021
Lacerte added a few questions in the Organizer. You can add more or change the ones they have.
The more I know the more I don’t know.
    abctax55
    abctax55
    Level 15
    January 22, 2021

    Yes Lacerte did - they are at the very end.

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

    HumanKind... Be Both
      George4Tacks
      George4Tacks
      Level 15
      January 22, 2021

      Those are in the one labeled "Questionnaire def."

       

      Answers are easy. Questions are hard!
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