I need to get my butt moving on 2021 tax engagements and questionnaires. CNA/AICPA has not yet released 2021 engagement templates to see what they suggest, but my key focus is on questionnaires. What are you intending to add for 2021 tax engagements, mandatory questions to be answered by clients, etc.? Please try to sort by entity type in your response...
Individuals:
-EIP3 details
-Details on advanced CTC payments received
Business entities:
-Status of PPPL #1 forgiveness
-Did they obtain PPPL #2 and if so, date, amount, and if forgiveness has been applied for and granted
-If any additional EIDL was received (from when they offered increases this past spring)
That's just what is in my head. I am taking tax CPE for three days this week and imagine it'll trigger more. This proved helpful last year so let's try to repeat it...