Skip to main content
Organizer setup and options
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: NetClient CS,UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

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.
    note
    Depending on your security configuration, you might receive a prompt to enter the master password to access the federal setup tabs.
  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.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close