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How do I create a Client Questionnaire?

Article ID: 2197
Last updated: 17 Oct, 2019

To create a Client Questionnaire, follow these instructions:

  1. Ensure MS Word is not open.
  2. Open Practice Manager.
  3. Select Mail Merge from the left-hand menu.
  4. Select Create Client Questionnaire from the left-hand menu.
  5. Click on Continue through to Criteria
  6. Select the tax year from the drop-down menu.
  7. Tick one or more of the following as required:
    • Include checklist of possible income, outgoing and reliefs – this will list other possible income sources, as a reminder to your clients.
    • Show my practice details in the footer of each questionnaire – this will add your contact details, email, phone number and address as a footer.
    • Show previous year values from wizards/worksheets – this shows the previous year’s amounts, again as a reminder/aid to the client.
  8. ​Select one of the following:
    • Save all questionnaires as one file – this will create one Word document and could be a large file, depending on the number of clients selected.
    • Save all questionnaires as separate files (recommended) – this will create a separate Word document for each client, which can then be saved in a folder of your choice. The questionnaires will be created alphabetically by surname.
  9. Click on Browse... to choose the folder to save the document(s) in.
  10. Click on Continue through to Client Selection.
  11. Highlight one or more clients in the left selection window and click on Add >>, or click on Add All >>.
  12. Check the selected list on the right – this will be used to create the questionnaire.
  13. Click on Continue through to Summary of Questionnaire – this shows your selected options and client choices.
  14. Click on Continue through to Finish.
  15. Click Create and Finish to create the Client Questionnaire.
  16. Wait for the Created Successfully message before you reopen MS Word.

For more information read What is the Client Questionnaire?

Article ID: 2197
Last updated: 17 Oct, 2019
Revision: 7
Views: 6988
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