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Configure custom questions

You can create multiple questionnaires for different client types in this section. Use these questions instead of or in addition to the questionnaire provided by your tax application.

note

Only system administrators can access the Settings
section.

You can add a maximum of 200 questions and 200 sections.

You can create a maximum of 12 templates in total.

To access Custom Questions
:

Select Settings
.

Select Custom Questions
.

Recent questionnaires dashboard

From this page, you can edit an existing questionnaire or create a new template from scratch.

Select the More
menu to view options for an existing template:

Select Edit
to open the questionnaire template.

Select Rename
to change the template name that appears to internal users.

Duplicate
to create a new questionnaire based on the existing template.

Select Delete
to delete the existing template.

Select the star icon to set a template as the default. The program applies this template automatically during processing.

Select Create New Template
to build a template from scratch.

Add a new template
:

Select Create New Template
.

Enter the Name
of the new questionnaire.

Enter a Description
of the questionnaire.

Select Add
.

Add sections
:

elect Add New Section
.

Enter the section Name
.

elect Save
.

Add questions
:

note

Don’t copy and paste text into this section. Doing so can cause display issues.

Choose from the following question types to build a detailed and unique questionnaire:

Add yes/no questions
:

elect Yes/No
from the Type
dropdown.

Select Follow-up Question
if you want to ask additional questions based on the client's answer.

Select Yes
and/or No
to apply another question type for response.

Select the response Type
.

note

You can only create 1 branch of questions.

Select Add Additional Question
to ask multiple questions based on Yes
or No
selection.

note

This option is not available if you select the Additional Questionnaire
option.

Add paragraph questions
:

Paragraph questions let the client enter free-form text to answer a question.

Select Paragraph
from the Type
dropdown.

Add multiple-choice questions
:

Select Multiple Choice
from the dropdown.

Enter text for the multiple-choice answers.

Select the Remove
icon to remove an answer.

Select Add option
to add another multiple-choice option.

Add additional questionnaires
:

Select Follow-up Question
.

Select If "Yes"
or If "No"
.

Select Additional Questionnaire
from the dropdown.

Select the Template
to apply if the condition is met.

Additional options

Questions
:

Select Preview
to preview how the Custom Questions
will appear for taxpayers.

Switch Request Document
to On
to add a document request to the question. Refer to the following Request Documents section for more information.

Select Duplicate
to duplicate the question.

Select Delete
to delete the question.

Switch Required
to On
to make the question mandatory.

Request Documents

note

This feature is only available for Yes/No question types.

The program only adds the document to the request list if the client answers Yes
.

Switch Request Document
to On
or select Edit
to open the editing panel.

Enter Document Name
.

Select a Category
from the dropdown.

Mark Allow Upload from Question
to let the client upload the document directly from the custom questions section.

note

Uploads are limited to 5 documents per request in the Custom Questions section.

Clients can upload additional documents in the Upload Documents section.

Select Save
.

Sections

Select the More
menu to view section management options:

Select Move
to re-arrange the order of sections.

Select Duplicate
to create a new section with the same questions.

Select Rename
to rename the section.

Select Merge
to combine sections.

Select Delete
to delete the section.

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Configure custom questions

This article applies to: