View a client's questionnaire
Follow these steps to view a client's questionnaire.
- On theOverviewscreen, 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.
- SelectQuestionnaire.
- Answers from the client appear following each question.
- You can correspond with the client using theMessagespanel.
note
Tax professionals and their clients will only see questions based on life-changing events selected by their clients that apply to them.
What's next?
Once the taxpayer has completed the questionnaire and you are satisfied with the answers, file a printed copy of the questionnaire to the taxpayer's uploaded documents.
note
Once you file a printed copy of the questionnaire, you and your client will no longer be able to make changes to the questionnaire.
Alternatively, if you still need to ask additional questions, you can add a new question to the existing questionnaire.
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