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

1. Set default Questionnaire in Login Accounts
2. Open a return
3. Go to the Return menu and select Questionnaire
4. Press F8

            Note: The printed version is identical to the Questionnaire displayed in the software.

Related Articles

• KB 366 Create And Edit The Client Questionnaire
• KB 636 How to set Default Questionnaire

Article ID: 368
Created: Wed, Sep 7, 2016
Last Updated: Thu, Oct 28, 2021

Online URL: //kb.erosupport.com/article-368.html