Add a question to a client's questionnaire

On the
Overview
screen, select a client's tile to view the Client Profile. You can also search for a client and select the client tile from the result.

Select
Questionnaire
.

Select
Add Questions
.

Enter the question, then select the answer type:
MULTIPLE CHOICE
(Yes, No, N/A) or
FREE TEXT
.
note
Questions can't be blank.

To create a follow-up question based on the client's reply, select
ADD FOLLOW-UP QUESTION
. The follow-up question is only available if you selected the parent question as a multiple-choice question.

Select
SAVE
to add the question to the questionnaire.

The new question is added to the end of the questionnaire with a tag indicating the question is new. You can select
Edit
to edit the question. Select
Delete
to delete the new question.

note
You will receive an email notifying you when your client's completion of the Questionnaire reaches 100%. After adding a new question, you will receive another email notification when it gets answered and the Questionnaire reaches 100% completion again.

Follow-ups questions in an existing questionnaire

Taxpayer's experience