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Adding questions to the questionnaire template

Editing questions on the questionnaire template

TaxCaddy comes with a questionnaire template ready to use, but you can customize it to your preference. You can edit existing questions for each life-changing event and your client will only see that question if it pertains to them based on the life-changing events they selected.
Currently, only 1 questionnaire template is available. In the future, TaxCaddy will support multiple questionnaire templates.
note
Clients you already sent the questionnaire template to won’t see any new changes made to the template reflected in their questionnaire.
Follow these steps to edit a question on the questionnaire template.  
  1. Log in to TaxCaddy. 
  2. Select
    Administrative
    then select
    Questionnaire
    .
  3. Select the applicable tax year for the Questionnaire template.
  4. Select the
    Expand
     icon to view questions in that life-changing event category. 
  5. To edit a question, select the
    Edit
     icon.
  6. To update the question text, enter the edited/updated question in the input field.
    note
    A question can’t be blank.
  7. You can allow the taxpayer to enter the answer in a text field or select an answer from predefined multiple-choice options. Select from the following answer type:
    FREE TEXT
    Makes the question with radio buttons. Taxpayer will see 
    Yes
    ,
    No
    ,
    N/A
    MULTIPLE CHOICE
    Makes the question with a text box. Allows the answer to be typed manually.
    If you are editing a multiple-choice question, you can select
    ADD FOLLOW-UP QUESTION
     to the left of the dropdown menu to add a follow-up.
  8. Select
    SAVE
     to save the question.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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