Create new Web Organizer questionnaires

Web Organizer questionnaires help you get important client information that could impact their tax return. You can create new Web 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. You can create up to 8 custom questionnaires.
Follow these steps to create a new 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 the
    Organizer
    tab.
  3. Select
    Questionnaire
    in the NetClient section.
  4. Select the questionnaire you want to use to create the new one, then
    OK
    .
  5. Select
    Document
    , then
    New
    .
  6. Enter a name in the
    Name of new questionnaire
    field.
  7. Select
    CS Default - English
    or
    CS Default - Spanish
    to set the language for the new questionnaire.
  8. Select
    OK
    to go back to the
    Web Organizer Questionnaire
    window. The name of the new questionnaire displays in the
    Questionnaire Name
    field and the default questions are listed.
  9. 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
  10. Select
    Document
    , then
    Save
    to save your changes.
  11. Select
    OK
    to close the
    Web Organizer Questionnaire
    window.

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