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  • Product: TaxCaddy

Fill out the questionnaire

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Your tax professional uses the questionnaire to get the information they need to prepare your taxes.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to fill out the questionnaire using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com. Select
    Overview
     on the main navigation bar to view the
    Overview
     screen.
    Select Overview from the navigation bar
  2. Select the questionnaire request in the
    Task List
     panel.
    note
    The
    Pin
     icon will appear next to the
    Questionnaire
     request to indicate that you are currently viewing it.
    Select the Questionnaire task from the Task List
    Your questionnaire will open next to your
    Task List
    .
    Questionnaire task on the Overview screen
  3. To help your tax professional get you the best tax return possible, select all life-changing events that have happened to you over the tax year. Your tax professional will ask you questions based on the following life-changing events you select.
    Select applicable life-changing-events
    note
    You may need to scroll to see all listed life-changing events on your screen.
    Life-changing event
    Description
    Marital Change
    Select this option if you are married or separated.
    Children/Dependent Information Change
    Select this option if you have a child or a dependent.
    Moved
    Select this option if you moved to a new location during the tax year.
    Bought, Sold, or Owned Property
    Select this option if you bought or sold a house or property.
    Job Change
    Select this option if you changed jobs or were unemployed.
    Own or Owned a Business
    Select this option if you started or owned a business during the tax year.
    Retirement Contributions or Distributions
    Select this option if you began or continued your retirement during the tax year.
    Own or Owned Cryptocurrencies
    Select this if you bought or sold any cryptocurrencies (for example, bitcoin) during the tax year.
    To clear the selected life-changing event, select the life-changing event again, then
    YES
     in the confirmation window.
    Confirm the deselection of an event
  4. Select
    CONTINUE
    .
    Select CONTINUE
  5. You will now see a list of questions requested by your tax professional. For multiple-choice questions, you can answer by selecting
    Yes
    ,
    No
    , or
    N/A
     (
    Not Applicable
    ).
    Some questions may trigger a follow-up question. In this case, answer the follow-up that appears following the initial question before proceeding.
    Follow-up question appearing after answering multiple choice question
  6. For questions with text fields, enter the answer in the field or select
    N/A
     if the question doesn't apply to you.
note
The questionnaire saves your answers automatically, so you can leave the page without losing your progress. You will see a
NEW
 tag next to new/unanswered questions. You will also see a
NEW
 tag if your tax professional has updated your existing questionnaire with a new question. Your tax professional will be automatically notified when you complete the questionnaire.
Your progress will be displayed in the questionnaire.
Questionnaire progress meter
You can select the
Unanswered
 tab to hide questions you've already answered.
Select the Unanswered toggle to only view unanswered questions
You can either scroll or use the buttons at the bottom to go directly to another question.
Use the navigation bar to select a specific question
You can also select the ellipsis icon then select the question number to skip directly to the question.
Expand the navigation bar to view all possible questions
A confirmation message will appear after you answer all the questions. Select
DONE
.
Questionnaire Completed window
Your tax professional will be notified that you have completed the questionnaire.
After your tax professional reviews and files your questionnaire, you will no longer be able to make changes. You can view a printed copy of your questionnaire by going to
Documents
Uploaded Documents
.
iOS mobile app
Follow these steps to fill out the questionnaire on the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select the
    Questionnaire
     item in the task list.
    Select the Questionnaire task from the Task List
  3. To help your tax professional get you the best tax return possible, select all life-changing events that have happened to you over the tax year. Your tax professional will ask you questions based on the life-changing events you select.
    Select the applicable life-changing events
    note
    You may need to swipe up/down to see all listed life-changing events on your screen.
    Life-changing event
    Description
    Marital Change
    Select this option if you are married or separated.
    Child or Dependent
    Select this option if you have a child or a dependent.
    Moved
    Select this option if you moved to a new location during the tax year.
    Bought or Sold Property
    Select this option if you bought or sold a house or property.
    Job Change
    Select this option if you changed jobs or were unemployed.
    Owned a Business
    Select this option if you started or owned a business during the tax year.
    Retirement
    Select this option if you began or continued your retirement during the tax year.
    Cryptocurrencies
    Select this if you bought or sold any cryptocurrencies (for example, bitcoin) during the tax year.
    To clear the selected life-changing event, select the life-changing event again, then
    OK
     in the confirmation window.
    Confirm the deselection of a life-changing event
  4. Select answers, then
    PREVIOUS
     or
    NEXT
     to move between questions.
    Answer the questions in your questionnaire
    The Questionnaire saves your progress automatically, so you can leave the questionnaire without losing any progress.
    Some multiple-choice questions may trigger a follow-up question. In this case, answer the follow-up question before proceeding.
    Follow-up question appearing after answering a multiple-choice question
    You can select
    Unanswered
     to display only unanswered questions.
    Select the Unanswered toggle
    Numbers on top show all available questions. Select the question number to view that specific question.
    Use the navigation bar to select a new question
    note
    You can select the
    Message
     icon to send your tax professional a message about the questionnaire.
  5. Once you've completed your questionnaire, you will see a screen indicating so. Select
    REVIEW QUESTIONS
     to return to your questionnaire and make any necessary updates. Select
    DONE
     to return to the
    Overview
     screen.
    Notification that you've completed your questionnaire
    Your tax professional will be notified that you have completed the questionnaire. After your tax professional reviews and files your questionnaire, you will no longer be able to make changes. When this happens, you will notice a banner indicating that you can't update any of your questionnaire answers.
    note
    You can view a printed copy of your questionnaire by going to
    Documents
    Uploaded Documents
    .
    Notification that your questionnaire has been archived by your tax professional
Android mobile app
Follow these steps to fill out the questionnaire on the Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. In the task list, select the
    Questionnaire
     item.
    Select the Questionnaire task from the Task List
  3. To help your tax professional get you the best tax return possible, select all life-changing events that have happened to you over the tax year. Your tax professional will ask you questions based on the life-changing events you select.
    Select applicable life-changing events
    note
    You may need to swipe up/down to see all listed life-changing events on your screen.
    Life-changing event
    Description
    Marital Change
    Select this option if you are married or separated.
    Child or Dependent
    Select this option if you have a child or a dependent.
    Moved
    Select this option if you moved to a new location during the tax year.
    Bought or Sold Property
    Select this option if you bought or sold a house or property.
    Job Change
    Select this option if you changed jobs or were unemployed.
    Owned a Business
    Select this option if you started or owned a business during the tax year.
    Retirement
    Select this option if you began or continued your retirement during the tax year.
    Cryptocurrencies
    Select this if you bought or sold any cryptocurrencies (for example, bitcoin) during the tax year.
    To clear the selected life-changing event, select the life-changing event again, then
    CONFIRM
     in the confirmation window.
    Confirm the deselection of a life-changing event
  4. Select an answer, then
    PREVIOUS
     or
    NEXT
     to move between questions.
    note
    The questionnaire saves your progress automatically, so you can leave the questionnaire without losing any progress.
    Answer the questions in your questionnaire
    Some multiple-choice questions may trigger a follow-up question. In this case, answer the follow-up question before proceeding.
    Follow-up question appearing when answering a multiple-choice question
    You can select
    UNANSWERED
     to display only unanswered questions.
    Select the UNANSWERED toggle to only view unanswered questions
    Numbers on top show all available questions. Select a question number to view that specific question.
    Use the navigation bar to select a specific question
    note
    You can select the
    Message
     icon to send your tax professional a message about the questionnaire.
  5. Once you've completed your questionnaire, you will see a screen indicating so. From here, you can either select
    REVIEW QUESTIONS
     to return to your questionnaire and make any necessary updates, or you can select
    DONE
     to return to the
    Overview
     screen.
    Screen that appears after completing the questionnaire
    Your tax professional will be notified that you have completed the questionnaire. After your tax professional reviews and files your questionnaire, you will no longer be able to make changes. When this happens, you will notice a banner across the top of your questionnaire indicating that you can't update any of your questionnaire answers.
    Notification that your questionnaire has been archived by your tax professional
    note
    You can view a printed copy of your questionnaire by going to
    Documents
    Uploaded Documents
    .
note
Once a new tax year is introduced in TaxCaddy, any unfinished questionnaire tasks from the previous tax year will automatically be filed to your account's
Questionnaire
 documents under that tax year.
Restore the Questionnaire
You can edit your questionnaire at any time until your tax professional archives it as an uploaded document. Once your tax professional archives the questionnaire, you can no longer make edits unless the archived questionnaire document is deleted.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to restore the questionnaire:
  1. Sign in to TaxCaddy.com.
  2. Select
    Documents
     from the navigation menu.
    Select Documents
  3. Select
    Uploaded Documents
    .
    Select Uploaded Documents
  4. Select the
    Menu
     icon in the
    Questionnaire
     category.
    Select the Questionnaire document's menu
  5. Select
    Delete
     from the document menu.
    Select Delete
  6. In the
    Confirm Delete
     window, select
    Yes
     to delete the questionnaire.
    Confirm Delete window
  7. Once the questionnaire has been deleted, select the
    Overview
     screen.
    Activity feed logging the deletion of the questionnaire
  8. The restored questionnaire will appear in the
    Tax Pro Request
     panel. Select the questionnaire to make edits.
    Select the Questionnaire task from the Task List
    note
    Once you have modified the questionnaire, message your tax professional to inform them that you have made changes to the questionnaire.
iOS mobile app
Follow these steps to restore the questionnaire:
  1. Sign in to the TaxCaddy mobile app. Select the
    Documents
     icon.
    Select Documents from the navigation bar
  2. On the
    Tax Documents
     screen, select the tax year on the top left to select the tax year the questionnaire is assigned to.
    Select the tax year menu to select another tax year
  3. Go to the
    Uploaded
     tab.
    Select Uploaded
  4. In the
    Questionnaire
     category, select the
    Menu
     icon on the questionnaire document.
    Questionnaire document in the Upload document section
  5. elect
    Delete
    .
    Select Delete
  6. Once the questionnaire has been deleted, select the
    Overview
     icon.
    Notification that the document has been deleted. Select Overview to return to your task list
  7. The restored questionnaire will appear under the task list. You can select the questionnaire to make edits.
    note
    Once you have modified the questionnaire, message your tax professional to inform them that you have made changes to the questionnaire.
    Select the Questionnaire task from the Task List
Android mobile app
Follow these steps to restore the questionnaire:
  1. Sign in to the TaxCaddy mobile app. Select the
    Menu
     icon.
    Select the Android Menu icon
  2. Select
    Tax Documents
    .
    Select Tax Documents
  3. Select the
    UPLOADED
     tab.
    Select UPLOADED
  4. In the
    Questionnaire
     category, select the
    Menu
     icon on the questionnaire document.
    Select the questionnaire document menu
  5. Select
    Delete
    .
    Select Delete
  6. Once the questionnaire has been deleted, go to the
    Overview
     screen.
    Select Overview
  7. The restored questionnaire will be in your
    Task List
    . You can select the questionnaire to begin making edits.
    note
    Once you have modified the questionnaire, message your tax professional to inform them that you have made changes to the questionnaire.
    Select the Questionnaire task from the Task List
note
Additional users connected to your account can also answer questions on your behalf.

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