Change
Business Organizer
questionnaires

Business Organizer
questionnaires help you get important client information that could impact their tax return. You can change a questionnaire to ask specific questions suited to certain types of clients.
Follow these steps to change a default questionnaire.
  1. Select
    Setup
    , then the entity.
  2. Select the
    Organizer
    tab.
  3. Select
    Questionnaire
    in the
    Documents
    section.
  4. Select the questionnaire you want to change, then
    Open
    .
  5. Make your changes to the questionnaire.
  6. Select
    Document
    , then
    Save
    .
  7. Select
    Document
    , then
    Exit
    when you're finished.

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