Settings: Custom Questions

In this section, you can create multiple questionnaires for different client types. These questions can be used instead of the questionnaire provided by your tax software OR used in addition to that.

Please note:

Only System Administrators have access to the Settings section.

There is a limit of 200 questions and a limit of 200 sections.

There is a limit of 12 templates in total. 

1. Click Settings.

2. Click Custom Questions. 

Recent Questionnaires Dashboard

Here you can select to edit an existing questionnaire or create a new template from scratch. 

1. Select the More menu to open the existing template options. 
   • Select Edit to open the questionnaire template. 
     • The UT and CCH default questionnaires cannot be renamed or deleted.
   • Select Rename to change the template name that appears to internal users.
   • Select Duplicate to create a new questionnaire. 
   • Select Delete to delete the existing template. 
2. Click on the Star to apply the template as the default. 
   • This will be the default template that is applied during processing.
3. Click Create New Template to build a template from scratch. 

Add New Template

1. Select Create New Template.
2. Enter the Name of the new questionnaire. 
3. Enter a Description of the questionnaire. 
4. Click Add. 

Adding Sections

1. Click Add New Section.
2. Enter the section Name.
3. Click Save.

Adding Questions

Important

The text should not be copied/pasted into this section. It can cause display issues.

Choose from the following question types for a more detailed and unique questionnaire:

Yes/NoParagraphMultiple Choice

Adding Yes/No Questions

1. Click Yes/No from the Type drop-down.
2. Click Follow-up Question if you wish to ask additional questions dependent of the answer. 
3. Click Yes and/or No to apply another question type for response. 
4. Select the response Type. 
   • • Only 1 Branch of questions is allowed.
5. Select Add Additional Question to ask multiple questions based on Yes or No selection.

Adding Paragraph Questions

Paragraph questions allow the client to enter free form text to answer a question. 

1. Select Paragraph from the Type drop-down.

Adding Multiple Choice Questions

1. Select Multiple Choice from the drop-down. 
2. Enter text for multiple-choice answers.
3. Click the Remove Icon to remove the answer.
4. Click Add option to add another multiple-choice option. 

Additional Options

Questions

1. Click Preview to see a preview of what the Custom Questions will look like for taxpayers.
2. Toggle Request Document to On to add a document request to the question. 
   
   • See more information below. 
3. Click Duplicate to duplicate the question. 
4. Click Delete to delete the question. 
5. Toggle Required to On to make the question required. 

Request Documents

Important

• This feature is only available for Yes/No question types.
• The document will only be added to the request list if the client answers Yes. 

1. Toggle Request Document to On or click Edit to open the editing panel.
2. Enter Document Name. 
3. Select a Category from the available categories in the drop-down. 
4. Check Allow Upload from Question to allow the client to upload the document directly from the custom questions section.
5. Click Save. 

Sections

1. Click the More menu to view section management options.
   1. Select Move to re-arrange the order of the sections.
   2. Select Duplicate to create a new section with the same questions. 
   3. Select Rename to name the section something else. 
   4. Select Merge to combine sections. 
   5. Select Delete to delete the section.