How To Fill Out Questionnaires    

To complete a questionnaire first you need to open the message by clicking on the button/link:


After you click the view questionnaire button, you will be redirected to a screen where you need to enter your 4 digit pin code (if it’s the first message you ever received you will be asked to set a new one)

Once you successfully entered your PIN code you will be able to view the Questionnaire request.  Click on the Annual update box to get redirected to the questionnaire page, that’s where you can complete filling out your questionnaire.

Filling out questionnaires is pretty straight forward, answer all required fields and upload available documents. Make sure you have all the information in so you can finish it and send it back to your CPA (another service provider). You can also upload files or send specific answers directly inside your account.

At the end of the questionnaire, click the finish button.

That’s it! You are all done. 


You will also get an email confirmation letting you know your CPA ( service provider) received it. 

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