Editing questions on the questionnaire template

TaxCaddy comes with a questionnaire template ready to use, but you can customize it to your preference. You can edit existing questions for each life-changing event and your client will only see that question if it pertains to them based on the life-changing events they selected.
Currently, only 1 questionnaire template is available. In the future, TaxCaddy will support multiple questionnaire templates.
Follow these steps to edit a question on the questionnaire template.  
  1. Log in to TaxCaddy. 
  2. Select
    Administrative
    then select
    Questionnaire
    .
  3. Select the applicable tax year for the Questionnaire template.
  4. Select the
    Expand
    icon to view questions in that life-changing event category. 
  5. To edit a question, select the
    Edit
    icon.
  6. To update the question text, enter the edited/updated question in the input field.
  7. You can allow the taxpayer to enter the answer in a text field or select an answer from predefined multiple-choice options. Select from the following answer type:
    FREE TEXT
    Makes the question with radio buttons. Taxpayer will see 
    Yes
    ,
    No
    ,
    N/A
    MULTIPLE CHOICE
    Makes the question with a text box. Allows the answer to be typed manually.
    If you are editing a multiple-choice question, you can select
    ADD FOLLOW-UP QUESTION
    to the left of the dropdown menu to add a follow-up.
  8. Select
    SAVE
    to save the question.

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