Create new Business Organizer questionnaires

You can create new Business Organizer questionnaires based on the default questionnaire.
When you create a new questionnaire, you can add, edit, or delete questions as necessary, and change the order in which the questions appear. For 1065 and 1041, you can add up to 9 custom Business Organizer questionnaires. For 1120 and 990, you can add up to 8 custom Business Organizer questionnaires.
Follow these steps to create a new Business 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 the
    Organizer
    tab.
  3. Select
    Questionnaire
    in the Documents section.
  4. Open the default questionnaire.
  5. Select
    Document
    , then
    New
    .
  6. Enter a name in the
    Name of new questionnaire
    field.
  7. Select
    OK
    .
  8. Make your changes to the questionnaire. The application uses the default questionnaire as a template for the new questionnaire. You need to make changes to save the new questionnaire.
  9. Select
    Document
    , then
    Save
    .
    note
    • Select
      Document
      , then
      Preview
      to preview your changes.
    • Select
      Document
      , then
      Rename
      to rename the questionnaire. You can't rename any of the default questionnaires.
  10. Select
    Document
    , then
    Exit
    .
Follow these steps to print the new questionnaire for a client instead of the default questionnaire.
  1. Open the client's return.
  2. Select the
    Organizer
    folder.
  3. Select the
    OrgOptns
    tab.
  4. Select the number for the new questionnaire in the
    Custom Organizer Questionnaire number
    field.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close