These are some of the questions we received about Custom Questions during our Administrator Webinar:
Q: Is there a way to make the Assigned Questions = REQUIRED?
A: The four default question we deliver at the request of the IRS cannot be marked as required. Custom questions that are created at the site level can be marked as required. If the site belongs to a multi-site or relational group, the questions can be marked required before they are assigned to the site.
Q: Can you make a pre-set question inactive because you are substituting your own version of the question and you want that one active?
A: No, assigned questions cannot be marked as inactive, however the 4 assigned are not required to be answered. It is important to note that if you are using your own version of the question, those answers are not being reported up to the IRS in their weekly reports.
Q: Will the 4 delivered questions show up for all the years of the software, or only for the 2017 year?
A: Yes, the 4 assigned questions on behalf of the IRS will show up in the returns for all years
Q: How do you collect the data after you have gathered it?
A: Reports can be run at a site level for the data captured for custom questions.
Q: Can one rearrange the order of the answers to preset questions ?
A: No, they will be arranged in the order requested by the IRS Core Team.
Q: I want to require Custom questions for the current year, but not for prior years. Is there a way to “unrequire them” for prior years?
A: No
Q: Can more than one response to a single question be marked?
A: No. If you are seeing a pattern of taxpayers with a combination, you can add that combination to the answer bank at any point. The modified questions and answers are available for existing and new returns.
Q: Can you delete those questions completely?
A: No, you cannot modify or delete anything assigned to the site.
Blog Posted 10/23/2017