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Manage TaxCaddy Questionnaires

Adding questions to the questionnaire template

TaxCaddy comes with a questionnaire template ready to use, but you can customize it as desired. You can add additional questions to each life-changing event and your client will only see that question if it pertains to them based on the life-changing events they selected. If you want the question to appear to all clients irrespective of which life-changing events they selected then you can add questions to the
General Questions
 category.
Currently, only 1 questionnaire template is available. In the future, TaxCaddy will support multiple questionnaire templates. 
Follow these steps to add a question to the questionnaire template.  
  1. Log in to TaxCaddy. 
  2. Select
    Administrative
    then select
    QUESTIONNAIRE
    .
  3. Select the applicable tax year for the questionnaire template.
  4. Select the
    Expand
     icon to add questions to that life-changing event category. Clients will only see these questions if the life-changing event pertains to them. Miscellaneous questions that don’t match a life-changing event can be placed in the
    General Questions
     category and will be sent to all clients.
  5. Scroll to the end of the list, then select
    ADD NEW QUESTION
    .
  6. A new input field will appear at the bottom of the list, enter the question into the field.
  7. You can allow the taxpayer to enter the answer in a text field or select an answer from predefined multiple-choice options. Select the pre-selected option (for example,
    MULTIPLE CHOICE
    ) from the dropdown menu, then select from the following answer type:
    FREE TEXT
    Makes the question with a text box. Allows the answer to be typed manually.
    MULTIPLE CHOICE
    Makes the question with radio buttons. The taxpayer will see
    Yes
    ,
    No
    ,
    N/A
    The
    MULTIPLE CHOICE
     option is selected by default. Select
    FREE TEXT
    , to change your answer type.
  8. To create a follow-up question based on the client's reply, select
    ADD FOLLOW-UP QUESTION
    . The follow-up question is only available if you selected the parent question as a multiple-choice question.
    Select here to learn more about adding a follow-up question to the questionnaire.
  9. If your firm has the Questionnaire DRL enabled then you can select a question to automatically generate a document request when your client selects a specific answer. Select
    GENERATE NEW DRL ITEM
     to automatically request a document based on the client's reply.
  10. Select
    SAVE
     to save the question.
  11. Once the questionnaire template is complete, you can send the questionnaire to all applicable clients. You will receive an email notifying you when your client completes the Questionnaire.
Once the questionnaire template has been sent, you can go to the taxpayer's Client Profile and add additional questions for that taxpayer if necessary. After adding a new question, you will receive another email notification when it gets answered and the Questionnaire reaches 100% completion again.

Add a follow-up question to the questionnaire template

A follow-up question is triggered by your client's response to a multiple-choice question and allows you to get more information from your client about their answer to a previous question.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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