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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Restore a filed questionnaire

Once a taxpayer client's questionnaire has been filed/archived and saved to the
Uploaded Documents
 tab of their profile, they can't update any of the answers they've provided. If a client needs to revise any of their answers, the filed questionnaire must be deleted from their account. This can be done by the taxpayer in their own account, or by you as their tax professional.
Review the taxpayer's experience of deleting a filed questionnaire.
Follow these steps to delete the questionnaire file on their behalf:
  1. Go to the
    Uploaded Documents
     tab of the client's profile.
    Select Documents then Uploaded Documents
  2. In the
    Questionnaire
     category, find the
    [Tax Year] - Questionnaire
     file and select the
    Menu
     Menu icon icon. From the document menu, select
    Delete
    .
    Select Delete
  3. The
    Confirm Delete
     window will appear asking you to confirm the deletion. Select
    YES
     to delete the questionnaire, or
    NO
     to return to the client's profile without deleting the file.
    Confirm the document deletion
  4. The deletion is reflected in the profile's
    Activity Feed
    . Your client can now modify the answers to their questionnaire.
    Deletion appearing in the activity feed

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