In TaxSlayer ProWeb, you can add questions that you wish to be asked of either preparers or your clients during the e-file process. Answering these questions can be made mandatory or optional, and the answers are retained for reporting purposes.
Custom questions have several uses, for example:
- Assist tax preparers in complying with due diligence.
- Track promotional programs and marketing campaigns.
- Remind preparers to offer bank or audit products.
- Verify the taxpayer and preparer double-checked the bank info is correct.
To create a question, from the Welcome Page of TaxSlayer ProWeb select:
- Configuration
- Question Templates
- Select +Add Question
- Enter the question and determine if it is required to be answered.
- Select +Add Answer and enter an answer. Repeat for as many answers as there might be.
- When finished, click Save.
Example
In TaxSlayer ProWeb the question will be one of the steps in the electronic filing process. If the question has been marked as required, the preparer will not be able to continue until an answer is selected.
Reporting on Custom Questions
To print a report listing the answers to the Custom Questions, from the main menu of TaxSlayer ProWeb select:
- Reports
- Custom Configuration Items
- Question Statistics
If desired, click the Excel button to download a CSV file suitable for importing into a spreadsheet.