Document requests

Add categories to Document Request List

TaxCaddy includes a Document Request List with predefined categories and subcategories by default. Additionally, you can add more categories to fulfill any further requirements your firm may have.
note
Only users with Administrative permissions have access to the
Document Request List
 tab.
Follow these steps to add a category to the Document Request List.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , select
    Document Request List
    .
  3. Select the
    TAX YEAR
    .
  4. Select the
    Add Category
     button.
  5. A new row appears under Added Categories. Enter a name for the category and then press the
    Enter
     key to save.
  6. The new category is added to the bottom of the list, with the display preference set to
    Yes
    , which means that it will be displayed to your clients even when no proforma data exists for the client.
    You and your clients will now be able to upload the document to the custom category.
    You will now be able to move the document to the custom category.

Related content

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Documents