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NewBee1
Level 1
January 13, 2023
Question

New Client Intake-Questioner

  • January 13, 2023
  • 1 reply
  • 4 views

Any one care to share their own Client intake questioner for busines and individuals? 

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
January 14, 2023

FYI- This section is not intended for questions. It is to post ideas that would improve the program.

Than said, here are the blank Individual Organizers offered by ProConnect Tax:

https://digitalasset.intuit.com/DOCUMENT/A9q2k6gft/TY22ExtendedOrganizerBlankForms.pdf

https://digitalasset.intuit.com/DOCUMENT/A0JM4ujrD/TY22CondensedOrganizer_Blank_Forms.pdf

 

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