Open Web Organizer Questionnaire dialog (Client Organizer)

Use this dialog to select an existing
NetClient
Organizer
questionnaire to open. By default, this list includes the CS Default - English and CS Default - Spanish questionnaires. Any additional
Web Organizer
questionnaires you created in the prior year or current year are listed here as well. Any
Web Organizer
questionnaires created in the prior year are imported automatically the first time you open
UltraTax CS
.
To open this dialog, choose
Setup
1040 Individual
Organizer
tab, then select the
Questionnaire
button in the
NetClient
group box.

Fields & buttons

By default, this list includes the
CS Default - English
and
CS Default - Spanish
questionnaires. Any additional
Web Organizer
questionnaires you created are listed here as well. To create a new questionnaire based on one listed here or modify an existing questionnaire, highlight it in this list and select
OK
.
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