Removing questions from the questionnaire template

TaxCaddy comes with a questionnaire template ready to use, but you can customize it to your preference. You can delete existing questions from the questionnaire template. Questions removed from the template won’t be sent to your clients.
Follow these steps to delete a question from the questionnaire template.
  1. Log in to TaxCaddy. 
  2. Select
    Administrative
    and 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 delete a question, select the
    Delete
    icon.
  6. On the
    Delete Question
    window, select
    YES
    to delete the question.

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