Screen OrgQues - Web Organizer Questionnaire (1120)

Overview

The electronic business organizer contains a questionnaire. Information entered in the client questionnaire is informational only and is not used in any tax calculations. The information entered by the client in the questionnaire is available in the OrgQues Screen in the Organizer folder after the electronic organizer is retrieved. You can review the data on this screen and determine if any further action is necessary.
To print the client notes after accepting the data, select the Print Current Page button (CTRL+1) located on the toolbar.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close