How to Print a Questionnaire (Client Organizer)
How to Print a Questionnaire
The Questionnaire is intended as an extra page in the return providing an interview interface.
New with 2018 is Interview which replaces the need for the Questionnaire, but the old functionality remains in the software.
There is also a .PDF Questionnaire, unrelated to the Questionnaire feature in the software.
How to Print the Questionnaire from the Software
- Set default Questionnaire in Login Accounts
- Open a return
- Go to the Return menu and select Questionnaire
- Press F8
Note: The printed version is identical to the Questionnaire displayed in the software.