Settings: Custom Questions

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

  1. Click Settings in the navigation panel.
  2. Click Custom Questions.
  3. The following features are available in the Custom Questions section:
    • Add Section
    • Add Question
    • Preview
    • Save
  4. Click the Edit or Delete icons to edit or remove a section.
  5. Click the Edit or Delete icons to edit or remove a question.

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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.

  1. Click Add Section.
  2. Enter the Section Name.
  3. Click Add.
  4. Click the Edit or Delete icons to edit or remove a section.

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Adding Questions

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

  1. Click Add Question
  2. Select the Question Section.  
    • If no Question Section is selected the new question will be placed at the top of the Custom Questions list.
  3. Select Yes/No Answer for Question Type.
  4. Click the Required Question radio button to determine if the question is required or not. 
  5. Type the question in the text box.
  6. Click Add to save the question. 

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Adding Short Answer Questions

  1. Click Add Question.
  2. Select the Question Section
    • If no Question Section is selected the new question will be placed at the top of the Custom Questions list.
  3. Select Short Answer for Question Type.
  4. Click the Required Question radio button to determine if the question is required or not. 
  5. Type the question in the text box.
  6. Click Add to save the question. 

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Adding Dynamic Questions

  1. Click Add Question.
  2. Select the Question Section
    • If no Question Section is selected the new question will be placed at the top of the Custom Questions list.
  3. Select Yes/No Answer for Question Type.
  4. Click the Yes radio button for Dynamic Question.
  5. Click the Required Question radio button to determine if the question is required or not. 
  6. Type the question in the text box.
  7. Choose the answer to the first question (Yes or No). 
  8. Select Question Type.
  9. Type the second question in the text box.
  10. Click Add Question if more questions are needed.
  11. Click Add when the question is complete.

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Preview

Click the Preview button to see a preview of what the Custom Questions will look like for taxpayers. 

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Navigate the preview using:

  1. Bookmarks on the left-hand side.
  2. Arrows to move the pages forward.
  3. Entering the specific page number.
  4. Click Close to close the preview. 

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Save Custom Questions

Click Save to save all changes made to the Custom Questions

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