The Client Questionnaire allows you to create a Word document for each personal client showing the previous year's income sources (including details from any wizards or schedules). You can only create a Client Questionnaire using supported versions of Word which can be found within System Requirements for TaxCalc.
You can use the Client Questionnaire to:
You can send the Client Questionnaire to your client as a Word document or you can generate a PDF.
For more information read How do I create a Client Questionnaire?