Deleting the questionnaire template and starting from scratch

Deleting the questionnaire template deletes the entire questionnaire template along with any modifications. This can be useful if you are unable to recall which edits have been made to the questionnaire or would like to start over. Once the questionnaire template is deleted, you can reset everything back to TaxCaddy's default questions.
Follow these steps to delete the questionnaire template and start from scratch:
  1. Log in to TaxCaddy. 
  2. Administrative then
    Administrative
    select
    Questionnaire
    .
  3. Select the tax year for the questionnaire template.
  4. To delete a questionnaire template, select the
    Menu
    icon on the left panel, then select
    Delete
    .
  5. On the
    Delete Questionnaire
    window, select
    CONFIRM
    .
  6. Select
    ADD NEW
    to reset everything and start over from TaxCaddy's default questionnaire template.

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