Change Web Organizer questionnaires

Web 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 the content of an existing Web Organizer 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
    Questionnaire
    in the NetClient section.
  3. Select the questionnaire you want to use to create the new one, then
    OK
    .
  4. 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
  5. Select
    Document
    , then
    Save
    to save your changes.
  6. Select
    OK
    to close the
    Web Organizer Questionnaire
    window.

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