Change Business Organizer questionnaires
Business Organizer
questionnairesBusiness Organizer
questionnaires help you get important client information that could impact their tax return. You can change a questionnaire to ask specific questions suited to certain types of clients. Follow these steps to change a default questionnaire.
- SelectSetup, then the entity.noteDepending on your security configuration, you might receive a prompt to enter the master password to access the federal setup tabs.
- Select theOrganizertab.
- SelectQuestionnairein theDocumentssection.
- Select the questionnaire you want to change, thenOpen.noteYou can't rename any of the default questionnaires. However, you can selectDocument, thenNewto create a copy of the open questionnaire. You can also rename an existing custom questionnaire by selectingDocument, thenRename.
- Make your changes to the questionnaire.note
- SelectDocument, thenPreviewto preview your changes.
- To restore the default questionnaire, selectRestore CS Default. A prompt will remind you that restoring default documentation will replace any changes. SelectYesto restore the default questionnaire.
- SelectDocument, thenSave.
- SelectDocument, thenExitwhen you're finished.noteThe application automatically prints the default questionnaire for the client when theCustom Organizer Questionnaire numberfield on theOrgOptnsscreen in theOrganizerfolder is clear.
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