Change
Web Organizer
questionnaires

Web 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 the content of an existing
Web Organizer
questionnaire.
  1. Select
    Setup
    , then the entity.
  2. Select
    Questionnaire
    in the
    NetClient
    section.
  3. Select the questionnaire you want to use to create the new one, then
    OK
    .
  4. Edit the content of the questionnaire. Use the Type column to specify the format of each new text line. Choose from the following options:
    • Instructional Text
    • Section Heading
    • Yes/No Question
    • Text Question
  5. Select
    Document
    , then
    Save
    to save your changes.
  6. Select
    OK
    to close the
    Web Organizer Questionnaire
    window.

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