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Send questionnaires to clients
Sending the questionnaire to your clients will let them answer your questions directly from TaxCaddy.
In addition to sending your firm's questionnaire, you can send your clients a request to get their personal information(for example, SSN, Address, etc.). If enabled, your client will also receive a
Personal Information
task to provide their personal information for your records.Before you start
You can review and update the questions before sending the questionnaire to your clients.
Send questionnaires to clients
- SelectAdministrative, thenClient Management.
- SelectMANAGE CLIENTS.
- Select the questionnaire.
noteTheQuestionnairemay 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 thenAll 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. RequiresManage Bulk Actionpermission.
- All Eligible on Page- Selects all eligible clients on the current page.
Only users with theManage Bulk Actionpermission can useAll Eligibleto 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. SelectSEND QUESTIONNAIREto bulk send the questionnaire to all selected clients.SelectDESELECT ALLto cancel and clear all selected clients.
- When the confirmation message appears, selectCONTINUEto bulk send the letter to all eligible clients.
noteAfter receiving your firm's questionnaire, your client will additionally receive a Personal Information task to provide their personal information for your records. - Bulk Sendstatus notification appears on the screen when the bulk-sending process initiates. SelectRefreshto view your current progress.
Your bulk send task will be added to a queue before it can proceed.YOUR POSITION IN QUEUEwill 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, selectQuestionnairefrom theMANAGE CLIENTS.
Questionnaire status
The Questionnaire Status determines whether you are able to send the questionnaire or not.
Questionnaire Status | What can I do? | Description |
|---|---|---|
Missing Tax Info | Nothing - provide missing tax info to proceed | You can't send questionnaires to clients with this status because their client record is missing info required to invite the client to use TaxCaddy. |
Not Eligible | Nothing - this account is not able to receive a questionnaire | Clients are not eligible for the questionnaire if they are either Offline or Duplicate accounts. |
Not Sent | Send | TaxCaddy is ready to send the questionnaire. |
Sent | Wait for client Add questions | The questionnaire has been sent to the client and is awaiting completion by the client. |
Completed | File to Tax Documents Add questions | This status indicates the client has completed 100% of their questionnaire. If the questionnaire progress becomes less than 100% because you added questions or the client-removed answers, the status reverts to Sent. |
Clients notification
Your clients will receive an email notification after you send the questionnaire. They also see the Questionnaire appear on their task list when they log in.
note
Your clients will see the questionnaire and other document requests after you send them an invite.
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