Rearranging questions on the questionnaire template

TaxCaddy comes with a questionnaire template ready to use, but you can customize it to your preference. Under each life-changing event category, you can rearrange the order in which the questions should appear to the client. You can also move the questionnaire to another life-changing event category.
Follow these steps to rearrange the questions 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. Point to the question you want to move, when the cursor changes to the
    Move
    icon, select (hold) then drag the question up or down depending on where you want to move it.
  6. You can drag and drop the questions to arrange the order that they should appear in. You can also move the question to another life-changing event category and drop it in there.

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