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Article ID: 2557
Last updated: 27 Oct, 2015
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 Word 2007, 2010 or 2013. 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?
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