In this section, you can create questions not covered by the questionnaire provided by your tax software and present them to the client to answer.
Please note:
Only System Administrators have access to the Settings section.Overview
- Click Settings in the navigation panel.
- Click Custom Questions.
- The following features are available in the Custom Questions section:
- Add Section
- Add Question
- Preview
- Save
- Click the Edit or Delete icons to edit or remove a section.
- If you delete the section, it will also delete all questions in that section.
- Click the Edit or Delete icons to edit or remove a question.
Adding Sections
Adding a section to the Custom Questions will help organize the questions for you and your clients.
Please note:
Sections appear in the order they are added.
- Click Add Section.
- Enter the Section Name.
- Click Add.
Adding Questions
Important
The text should not be copied/pasted into this section. It can cause display issues.
Add questions to create a customized questionnaire for your clients. Choose from the following question types for a more detailed and unique questionnaire:
- Yes/No Answer Questions.
- Short Answer Questions.
- Dynamic Questions.
Adding Yes/No Questions
- Click Add Question.
- Select the Question Section.
- If no section is selected then the new question will be placed at the top of the Custom Questions list.
- Select Yes/No for Question Type.
- Select if the question is Dynamic.
- If Yes is selected, enter the dynamic question following the First Question.
- Click the Required Question radio button to determine if the question is required or not.
- Type the question in the text box.
- Click Add to save the question.
Adding Short Answer Questions
- Click Add Question.
- Select the Question Section.
- If no section is selected then the new question will be placed at the top of the Custom Questions list.
- Select Short Answer for Question Type.
- Click the Required Question radio button to determine if the question is required or not.
- Type the question in the text box.
- Click Add to save the question.
Adding Dynamic Questions
- Click Add Question.
- Select the Question Section.
- If no Question Section is selected the new question will be placed at the top of the Custom Questions list.
- Select Yes/No Answer for Question Type.
- Click the Yes radio button for Dynamic Question.
- Click the Required Question radio button to determine if the question is required or not.
- Type the question in the text box.
- Choose the answer to the first question (Yes or No).
- Select Question Type.
- Type the second question in the text box.
- Click Add Question if more questions are needed.
- Click Add when the question is complete.
Preview
Click the Preview button to see a preview of what the Custom Questions will look like for taxpayers.
Navigate the preview using:
- Bookmarks on the left-hand side.
- Arrows to move the pages forward.
- Entering the specific page number.
- Click Close to close the preview.
Save Custom Questions
Click Save to save all changes made to the Custom Questions.
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