Create new
Business Organizer
questionnaires

You can create new
Business Organizer
questionnaires based on the default questionnaire.
When you create a new questionnaire, you can add, edit, or delete questions as necessary, and change the order in which the questions appear. For 1065 and 1041, you can add up to 9 custom
Business Organizer
questionnaires. For 1120 and 990, you can add up to 8 custom
Business Organizer
questionnaires.
Follow these steps to create a new
Business Organizer
questionnaire.
  1. Select
    Setup
    , then the entity.
  2. Select the
    Organizer
    tab.
  3. Select
    Questionnaire
    in the
    Documents
    section.
  4. Open the default questionnaire.
  5. Select
    Document
    , then
    New
    .
  6. Enter a name in the
    Name of new questionnaire
    field.
  7. Select
    OK
    .
  8. Make your changes to the questionnaire. The application uses the default questionnaire as a template for the new questionnaire. You need to make changes to save the new questionnaire.
  9. Select
    Document
    , then
    Save
    .
  10. Select
    Document
    , then
    Exit
    .
Follow these steps to print the new questionnaire for a client instead of the default questionnaire.
  1. Open the client's return.
  2. Select the
    Organizer
    folder.
  3. Select the
    OrgOptns
    tab.
  4. Select the number for the new questionnaire in the
    Custom Organizer Questionnaire number
    field.
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