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Manage TaxCaddy Questionnaires

Questionnaire Settings (Generate DRL and Personal Info)

You can update your firm's settings regarding your questionnaire. In the questionnaire settings, you'll have the option to send the
Confirm Personal Information
 task to your clients at the same time you send them a questionnaire. You'll also have the option to automatically request a document based on your clients' responses to a specific question from the questionnaire template.

Enabling the Questionnaire DRL

Follow these steps to enable the Questionnaire DRL feature for your firm:
  1. Log in to TaxCaddy.
  2. Select
    Administrative
    then select
    QUESTIONNAIRE
    .
    Select Administrativethen select QUESTIONNAIRE
  3. Select the
    Settings
     tab.
    Select Settings
  4. In
    Questionnaire Settings
    , select
    ON
     to enable Questionnaire DRL.
    Questionnaire Settings section
What's Next?
Once enabled, you can set up the desired questionnaire answers with the ability to automatically generate a new DRL item based on the taxpayer's response.
Select GENERATE NEW DRL ITEM

Personal Info Settings

Follow these steps to enable the
Confirm Personal Info
 task for your firm:
  1. Navigate to the
    Settings
     tab of your
    QUESTIONNAIRE
    .
    Select QUESTIONNAIRE then Settings
  2. Under
    Personal Info Settings
    , select the
    Request Personal Information
     checkbox to send your clients the
    Confirm Personal Information
     task at the same time they're sent your firm's questionnaire.
    note
    Clients who have been previously sent the questionnaire while the
    Request Personal Information
     checkbox was unselected will be sent the
    Confirm Personal Information
     task now that the setting is enabled.
    Select the Request Personal Information checkbox

This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

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