View a client's questionnaire

Follow these steps to view a client's questionnaire.
  1. On the
    Overview
    screen, select a client's tile to view the Client Profile. You can also search for a client and select the client tile from the result.
  2. Select
    Questionnaire
    .
  3. Answers from the client appear following each question.
  4. You can correspond with the client using the
    Messages
    panel.
What's next?
Once the taxpayer has completed the questionnaire and you are satisfied with the answers, file a printed copy of the questionnaire to the taxpayer's uploaded documents.
Alternatively, if you still need to ask additional questions, you can add a new question to the existing questionnaire.

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