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Web Questionnaire dialog (Client Organizer)
Use this dialog to create, remove, or modify web organizer questionnaires. You can add or edit specific questions in a specific questionnaire or create a variety of different questionnaires for use with different clients.
To open this dialog, choose button in the
Setup
1040 Individual
Organizer
Questionnaire
NetClient
group box and select an existing questionnaire in the Open Web Organizer Questionnaire
dialog.To toggle between questionnaires for a client, open Organizer view and go to the Letter screen in the General folder and select an organizer in the Cover Letter and Questionnaire section.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open any entity type's tab.
Fields & buttons
Menus and toolbar
The Web Organizer Questionnaire dialog includes several menus for managing customized questionnaires and a toolbar that enables you to access common functions.
- Menus:Use the Document menu to create, rename, save, delete, or preview a customized web organizer questionnaire. Use the Edit menu to cut, copy, or paste text, and to add, insert, or delete a question from the list. Use the Insert window to add special characters to the question text.
- Toolbar:The buttons on the toolbar enable you to quickly open a different questionnaire; save the current questionnaire; cut, copy, or paste text; or add, insert, or delete a question from the list.
Questionnaire Name
This field displays the name of the currently selected web organizer questionnaire. To create a new questionnaire, choose Document > New from within this dialog.
Question list
This list pane contains all questions and other text included in the current questionnaire (displayed in the Question column) as well as the type of question or text (specified in the Type column).
- To add a new question, select the last row of the questionnaire, enter the desired text, and use theTypedrop-down list to specify Instructional Text, Section Heading, Yes/No Question, or Text Question.
- To edit an existing question, place the text cursor in the applicable row of the Question column and type the desired text.
- To remove an existing question, select the entire row and either select the Delete button on the toolbar or choose Edit > Delete.
Restore CS Default button
Select this button to restore the content of the current questionnaire to the default content included with UltraTax CS. Note that this will remove any customized text from the current questionnaire.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- Subject: Organizer