Change Client Organizer questionnaires

The default Organizer questionnaire helps you get important client information that could impact their tax return. This might include changes like getting married or having a baby. You might consider tailoring the questionnaire to ask specific questions suited to certain types of clients.

note

The same questionnaire is used for both the paper organizer and the email Organizer, so any changes you make to it will impact both. However, the Web Organizer has its own separate questionnaire. Changes to the Web Organizer won’t affect the default paper or email questionnaire, and changes to those won’t affect the web organizer either.

Follow these steps to change the default Client Organizer questionnaire.

Select Setup
, then 1040 Individual
.

note

Depending on your security configuration, you might need to enter the master password to access the federal setup tabs.

Select the Organizer
tab.

Select Questionnaire
in the Documents section.

Select Organizer Questionnaire
, then Open
.

Edit the questionnaire.

note

To add a checkbox, place your cursor in the correct location, select Insert
, then Checkbox
.

Select Document
, then Save
to save your changes.

Select Document
, then Exit
.

note

To restore the default questionnaire, select Setup
, 1040 Individual
, then the Organizer
tab. Select Questionnaire
in the Documents section, then Properties
. Select Restore Default
, then OK
. A prompt will remind you that restoring default documentation will replace any changes. Select Yes
to restore the default questionnaire.

The application displays an X
in the Edited column of the

Organizer Questionnaire

window to help you differentiate edited documents.