Questionnaire configuration

How to customise end-of-year client questionnaires at the firm level and for individual clients.

Customise the end-of-year questionnaires used to gather essential information from your clients.

Default questionnaire types

Zato provides default questionnaires tailored to: Companies, Trusts, Partnerships, Sole Traders, Individuals (Tax Return), and a Lean Questionnaire (short-form version).

Firm-level customisation

  • Customise content: Add specific questions to default templates to suit your firm's requirements.
  • Re-order content: Reorder sections or move question groups between different questionnaire types.

Individual client customisation

  1. Select the relevant client at the top right.
  2. Select Edit to unlock the questionnaire fields.
  3. Use the Update Question function to modify content for that specific engagement.
  4. Click Save at the top right — changes apply to that client record only.