This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy

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.

Log in to TaxCaddy.

Select Administrative
then select Questionnaire
.

Select Administrative then QUESTIONNAIRE

Select the applicable tax year for the Questionnaire template.

Select the Expand
icon to view questions in that life-changing event category.

To edit a question, select the Edit
Edit icon

icon.

To update the question text, enter the edited/updated question in the input field.

note

A question can’t be blank.

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.