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Manage TaxCaddy Questionnaires

File a client's questionnaire

As a tax professional, you can use TaxCaddy to send your clients a questionnaire that will help you prepare their tax return.
Filing a client's questionnaire preserves your client's responses and archive the answers in their current state. When you file a client's questionnaire, TaxCaddy locks the questionnaire from any further edits by your client, and prints a PDF copy as an uploaded tax document. 
Follow these steps to file a client's questionnaire to their uploaded documents tab:
  1. Sign in to TaxCaddy. On the
    Overview
     screen, select the client tile to go to the Client Profile.
  2. Select
    Questionnaire
    .
  3. The questionnaire progress displays, with the client's answers following each question. Select
    FILE TO TAX DOCUMENTS
    .
    note
    Once you file the questionnaire to Tax Documents, the client can't answer or edit any questions and the
    FILE TO TAX DOCUMENTS
     button isn't available.
  4. The
    Questionnaire Filing Confirmation
     window will appear. If you are sure you want to file the questionnaire to Tax Documents, select
    CONFIRM
    . Confirmation will appear when the questionnaire successfully prints to PDF format.
    The questionnaire is filed to
    Documents
    Uploaded Documents
    , in the
    Questionnaire
     category. 
You and your client will be able to see the printed PDF copy of the questionnaire. Additionally, personal information (e.g. Driver's License, mailing address) requested from the client will appear in the questionnaire.
note
When the client's binder is created, the questionnaire will be auto indexed in the Organizer section of the binder. When you introduce a new tax year in TaxCaddy, any unfinished questionnaire tasks from the previous tax year are automatically filed to their account's
Uploaded Documents
 for that tax year. When you upload a tax return to your client's TaxCaddy account, all unfinished questionnaires from the previous year and current year will automatically be filed to their account's
Uploaded Documents
 for the respective tax year.
note
Your clients can't modify their answers after the questionnaire is filed (that is, printed and uploaded as a tax document). To restore the questionnaire, delete the uploaded the PDF copy of the questionnaire.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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