Create new Web Organizer questionnaires
Web Organizer
questionnairesWeb Organizer
questionnaires help you get important client information that could impact their tax return. You can create new Web Organizer
questionnaires based on the default questionnaire.When you create a new questionnaire, you can add, edit, or delete questions as necessary, and change the order in which the questions appear. You can create up to 8 custom questionnaires.
Follow these steps to create a new
Web Organizer
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 the NetClient section.
- Select the questionnaire you want to use to create the new one, thenOK.
- SelectDocument, thenNew.
- Enter a name in theName of new questionnairefield.
- SelectCS Default - EnglishorCS Default - Spanishto set the language for the new questionnaire.
- SelectOKto go back to theWeb Organizer Questionnairewindow. The name of the new questionnaire displays in theQuestionnaire Namefield and the default questions are listed.
- 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
- SelectDocument, thenSaveto save your changes.
- SelectOKto close theWeb Organizer Questionnairewindow.
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