Questionnaire configuration

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

Customise the end-of-year questionnaires sent to clients. The screen has the entity type list (left) and the question table (right).

Default questionnaires

Zato provides defaults for Companies, Trusts, Partnerships, Sole Traders, Individuals (Tax Return), and a Lean (short-form) version.

Editing the master template

Select the entity type from the left, then the category (Bank Details, Cash on Hand, Stock, etc.). The right panel shows all questions for that category with columns for Questions, Type (File Upload, Text, Yes/No), Description, File Upload Yes or No, Information, and Actions.

Use the icons next to each category to Edit (pencil), Delete (bin), or Duplicate (paper). Click + Add New Question at the bottom right to add a question, or + Add New Entity Type at the top left to create a new questionnaire from scratch.

Re-ordering questionnaire content is currently under development.

Per-client customisation

  1. Switch the top-right selector from Master to the relevant client.
  2. Click Edit to unlock fields.
  3. Modify the questions for that client.
  4. Click Save. Changes apply to that client only.

How to access

Go to Firm Setup and click Questionnaire Management.