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Adding questions to the questionnaire template
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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Add a follow-up question to an existing question

A follow-up question lets you get more information from your client about their answer to a previous question. Follow-up questions appear conditionally when triggered in response to a multiple-choice answer provided by your client. You can decide when you want the follow-up question to appear (for example, only have the follow-up question appear when your client answers
YES
 to the previous question).

Add a follow-up question

Follow these steps to add a follow-up question to a client's questionnaire template:
  1. On the
    Overview
     screen, select a client's tile to view the Client Profile. You can also search for a client and select the client tile from the result.
    Select a client profile from the Overview screen
  2. Select
    Questionnaire
    .
    Select Questionnaire
  3. Select
    ADD FOLLOW-UP QUESTION
    .
    Select ADD FOLLOW-UP QUESTION
    note
    Follow-up questions only appear when they are triggered based on the client's reply.
  4. Select 1 of the following:
    • IF "YES"
       to display the follow-up question if your client selected
      YES
       as their answer.
    • IF "NO"
       to display the follow-up question if your client selected
      NO
       as their answer.
    • IF "N/A"
       to display the follow-up question if your client selected 
      N/A
       as their answer.
    Select YES, NO, or N/A
  5. Enter the follow-up question in the input field. Select whether or not it is a multiple-choice or free text question.
    Enter the follow-up question and select an answer format
  6. Select
    SAVE
     to continue.
    Select SAVE

Delete a follow-up question

Follow these steps to delete a follow-up question:
  1. Go to the question you want to delete.
  2. Select
    Delete
    .
    Select Delete
    tip
    Select
    Delete
     next to the parent question to delete both the parent question and the follow-up question.

Taxpayer's experience

Questions with follow-ups appear as multiple-choice questions in the questionnaire.
View of the taxpayer experience
Once your client provides an answer that triggers the follow-up question, it appears after the initial question.
Diagram of the answering process to trigger the follow-up

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