Change Business Organizer questionnaires

Business 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.
  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 the
    Organizer
    tab.
  3. Select
    Questionnaire
    in the Documents section.
  4. Select the questionnaire you want to change, then
    Open
    .
    note
    You can't rename any of the default questionnaires. However, you can select
    Document
    , then
    New
    to create a copy of the open questionnaire. You can also rename an existing custom questionnaire by selecting
    Document
    , then
    Rename
    .
  5. Make your changes to the questionnaire.
    note
    • Select
      Document
      , then
      Preview
      to preview your changes.
    • To restore the default questionnaire, select
      Restore CS Default
      . A prompt will remind you that restoring default documentation will replace any changes. Select
      Yes
      to restore the default questionnaire.
  6. Select
    Document
    , then
    Save
    .
  7. Select
    Document
    , then
    Exit
    when you're finished.
    note
    The application automatically prints the default questionnaire for the client when the
    Custom Organizer Questionnaire number
    field on the OrgOptns screen in the Organizer folder is clear.

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