File a client's questionnaire

As a tax professional, you can use TaxCaddy to send your clients a questionnaire that will help you prepare their tax return.
Filing a client's questionnaire preserves your client's responses and archive the answers in their current state. When you file a client's questionnaire, TaxCaddy locks the questionnaire from any further edits by your client, and prints a PDF copy as an uploaded tax document. 
Follow these steps to file a client's questionnaire to their uploaded documents tab:
  1. Sign in to TaxCaddy. On the
    Overview
    screen, select the client tile to go to the Client Profile.
  2. Select
    Questionnaire
    .
  3. The questionnaire progress displays, with the client's answers following each question. Select
    FILE TO TAX DOCUMENTS
    .
  4. The
    Questionnaire Filing Confirmation
    window will appear. If you are sure you want to file the questionnaire to Tax Documents, select
    CONFIRM
    . Confirmation will appear when the questionnaire successfully prints to PDF format.
    The questionnaire is filed to
    Documents
    Uploaded Documents
    , in the
    Questionnaire
    category. 
You and your client will be able to see the printed PDF copy of the questionnaire. Additionally, personal information (e.g. Driver's License, mailing address) requested from the client will appear in the questionnaire.

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