Custom Questions allows you to add your own questions to the navigation menu within returns. These questions can be made mandatory or optional, and you can print detailed or summary reports listing the answers.
Custom questions have several uses:
- Assisting tax preparers in complying with Due Diligence.
- Helping business owners ensure preparers are complying with due diligence.
- Tracking promotional programs
- Tracking marketing campaigns
- Reminding preparers to offer bank or audit products.
Creating a Custom Question
To create a Custom Question, from the Quick Menu of TaxSlayer Pro select:
- Custom Questions - Select New to create a new question or Edit to modify an existing question.
Example question: Is this taxpayer a government employee?
Input the question that you would like answered.
If the question must be answered, indicate that by checking the check box next to "Require Answer for E-File?" If checked, the return cannot be marked for electronic filing until the question is answered.
In the "Answer Text" field, enter a possible answer to the question, then click the Add New Answer button or press Enter. Repeat this process until all possible answers have been entered. In the above example, five possible answers have been entered.
When you are finished with the question, click Exit.
Once you have created a custom question, a Custom Questions menu item will be visible in the left side navigation menu when working in a tax return.
Answering a question in a return
To answer a question within a tax return, from the Main Menu of the return select Custom Questions:
Reporting on Custom Questions
To print a report listing the answers to the Custom Questions, from the Quick Menu of TaxSlayer Pro select:
- Custom Question Reports
The following report options are available:
Print Totals of Answers for Questions - Print to PDF a summary of the questions and number of times individual answers were chosen.
Export Totals of Answers for Questions to Excel - This is the same info as above but in a CSV file suitable for importing into a spreadsheet.
Print Answers per Return - Print to PDF a list of each question and answer by client.
Export Answers per Return to Excel - This is the same info as above but in a CSV file suitable for importing into a spreadsheet.