Creating and modifying Business Organizer questionnaires

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The standard questionnaire helps you identify specific data that might affect the client's tax return. You can customize the Business Organizer questionnaire to incorporate specific questions directed toward a particular type of client. You can also create additional questionnaires based on the default questionnaire.

Creating new Business Organizer questionnaires

When you create a new questionnaire, you can add, edit, or delete questions as necessary, and modify the order in which the questions appear. For 1065 and 1041, you can add up to nine custom Business Organizer questionnaires. For 1120 and 990, you can add up to eight custom Business Organizer questionnaires. 

To create additional Business Organizer questionnaires, complete these steps.

  1. Choose Setup > [Entity].

    Note: Depending on your security configuration, you might be prompted to enter the master password to access the federal setup tabs.

  2. Click the Organizer tab.
  3. Click the Questionnaire button in the Documents group box to open the Open Organizer Questionnaire dialog.
  4. Open the CS default questionnaire.
  5. Choose Document > New to open the New Organizer Questionnaire dialog.
  6. In the Name of new questionnaire field, enter the name of the new questionnaire.
  7. Click OK to open the Organizer Questionnaire dialog.
  8. Edit the questionnaire as desired. UltraTax CS uses the default questionnaire as a template for the new questionnaire. You need to make changes to the new questionnaire in order for the questionnaire to be saved.
  9. Choose Document > Save to save the changes. 

    Notes

    • To preview the changes, choose Document > Preview.
    • You can also rename a questionnaire by choosing Document > Rename. However, UltraTax CS does not allow you to rename any of the default questionnaires.
  10. Choose Document > Exit when finished.
  11. If you want to print the new questionnaire (instead of the default questionnaire) for the client, you must select the new questionnaire on Screen OrgOptns. In the Organizer folder in the folders block, click the OrgOptns tab and select the number for the new questionnaire in the Custom Organizer Questionnaire number field.

Modifying a standard Business Organizer questionnaire

To modify the standard questionnaire before you print the questionnaire, complete these steps.

  1. Choose Setup > [Entity].

    Note: Depending on your security configuration, you might be prompted to enter the master password to access the federal setup tabs.

  2. Click the Organizer tab.
  3. Click the Questionnaire button in the Documents group box to open the Open Organizer Questionnaire dialog.
  4. Highlight the desired questionnaire, and click the Open button to open the Organizer Questionnaire dialog.

    Note: UltraTax CS does not allow you to rename any of the default questionnaires. However, you can choose Document > New to create a copy of the open questionnaire. You can also rename an existing custom questionnaire by choosing Document > Rename.

  5. Edit the questionnaire as desired.
  6. Choose Document > Save to save the changes.

    Note: To preview the changes, choose Document > Preview.

  7. Choose Document > Exit when finished. UltraTax CS automatically prints the default questionnaire for the client when the Custom Organizer Questionnaire number field in Screen OrgOptns in the Organizer folder is blank.

Note: You can restore the default questionnaire in the Setup > [Entity] > Organizer tab. Click the Questionnaire button in the Documents group box, select the questionnaire you want to restore, and click OK. In the Organizer Questionnaire dialog, click the Restore CS Default button. A prompt will remind you that restoring default documentation will overwrite any changes. Click Yes to restore the default document. Choose Document > Save to save the changes and Document > Exit when finished.

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