Send questionnaires to clients

Before you start

Send questionnaires to clients

Select
Administrative
, then
Client Management
.

Select
MANAGE CLIENTS
.

Select the questionnaire.

note
The
Questionnaire
may not appear as an option if it hasn’t been created for the current tax year.
You will see the following messages if your firm used all the remaining pre-purchased TaxCaddy Gather or Deliver units.

The status column shows which clients are eligible to receive the questionnaire.

You can only select or send the questionnaire to clients if they have a status of
Not Sent
.
Select the clients to send the questionnaire in bulk:
Option 1:
Select the checkbox next to each client to only select those clients.

Option 2:
To bulk select clients, select the 1st column header then select from the following options:
All Eligible
- Selects all eligible clients in your firm from all pages. However, if you are currently using filters and/or search then
All Eligible
(clients) will only apply to clients who are currently filtered/searched. If you need to perform the same action separately for a different set of clients then you'll need to wait for the 1st bulk operation to complete before initiating the same action for the 2nd set of clients. Requires
Manage Bulk Action
permission.
All Eligible on Page
- Selects all eligible clients on the current page.

Only users with the
Manage Bulk Action
permission can use
All Eligible
to select all eligible clients in the firm. Users without permission will see an error notification when attempting to bulk send to all.

After you select the clients, a (blue) selection bar slides up from the bottom of the page. Select
SEND QUESTIONNAIRE
to bulk send the questionnaire to all selected clients.
Select
DESELECT ALL
to cancel and clear all selected clients.

When the confirmation message appears, select
CONTINUE
to bulk send the letter to all eligible clients.

note
After receiving your firm's questionnaire, your client will additionally receive a Personal Information task to provide their personal information for your records.
Bulk Send
status notification appears on the screen when the bulk-sending process initiates. Select
Refresh
to view your current progress.

Your bulk send task will be added to a queue before it can proceed.
YOUR POSITION IN QUEUE
will show you your place in the queue. The queue length and duration may vary from minutes to hours.

After the task begins, you will see the current progress

While the bulk send is processing, you can go away from the page and check back at a later. When you return, select
Questionnaire
from the
MANAGE CLIENTS
.

Questionnaire status

Clients notification