Dynamic, intelligent, client-friendly.
This blog contains a curated set of AI prompt examples for generating smart Questionnaires in Canopy.
Each is crafted with clear context, tone, and conditional logic built in to guide dynamic form creation. These prompts allow Canopy's AI to adapt follow-up questions based on responses—reducing back-and-forth and saving time.
Note: This version focuses only on Questionnaires. Document Checklist prompts live in a separate library.
🧾 Tax Services – Questionnaires
New Individual Tax Client (1040) – Complex Return
Tone & Context:
Professional and comprehensive. Tailored for clients with varied income types. Conditional logic helps streamline what’s shown.
Prompt:
"Build a tax intake questionnaire for a new 1040 client with potential income from W-2s, self-employment (Schedule C), and rental properties (Schedule E). Include conditional logic to only show relevant follow-up questions based on their initial selections. Ask about dependents, estimated tax payments, and foreign accounts if applicable. Use a smart, organized tone."
Returning Individual Tax Client – Annual Update
Tone & Context:
Warm and efficient. Designed to confirm unchanged info while prompting updates.
Prompt:
"Generate a returning-client 1040 intake questionnaire that pre-fills known data and asks the client to confirm or update it. Include conditional sections that appear if they indicate a change in dependents, address, or income types. Use a friendly, time-saving tone."
New S-Corp Client (1120S) – Discovery
Tone & Context:
Advisory-forward. Focuses on learning the entity’s structure and needs.
Prompt:
"Create a new client onboarding questionnaire for a business filing 1120S. Use conditional logic to uncover ownership structure (e.g. if more than one shareholder, ask for percentage breakdown), number of employees, accounting method, and software used. Maintain a confident, consultative tone."
📘 Bookkeeping Services – Questionnaires
Monthly Clarification Form
Tone & Context:
Simple and recurring. Tailored to speed up monthly transaction reviews.
Prompt:
"Generate a monthly bookkeeping questionnaire to clarify uncategorized or flagged transactions. Use conditional logic to prompt for receipts if the client answers 'Yes' to any out-of-scope expense types. Keep the tone light, fast, and helpful."
Bookkeeping Discovery Form – New Client
Tone & Context:
Process-oriented and instructive.
Prompt:
"Create a questionnaire to onboard a new small business bookkeeping client. Ask about business structure, accounting software, number of bank/credit card accounts, and payroll providers. Use conditional logic to follow up based on selected software or services in use. Keep the tone instructional but friendly."
📈 Advisory Services – Questionnaires
Tax Planning Discovery – High-Earning Individual
Tone & Context:
Strategic and consultative.
Prompt:
"Create a questionnaire to prepare for a tax planning session with a high-income 1040 client. Include conditional questions that appear if they have self-employment or rental income, large capital gains, or charitable giving. Use a tone that is strategic, personalized, and insightful."
Entity Type Assessment for Sole Proprietors
Tone & Context:
Exploratory and educational.
Prompt:
"Generate a dynamic questionnaire to help assess if a sole proprietor might benefit from forming an LLC or S-Corp. Ask about net income, hiring plans, and current bookkeeping tools. Use conditional logic to dig deeper if they have over $100K in annual profit. Tone should be informative and neutral."