TaxCaddy Tax Season Checklist

Before you begin the tax season and begin gathering requests from your clients, complete this checklist to ensure you are ready to go for the upcoming tax season. Preparing items in this checklist will allow your firm to go through the tax season.

Annual Setup & Sending Requests

1. Review/Update User Permissions
  1. Assign User Group Permissions
  2. Access TaxCaddy from FileRoom
2. Understand your marketing plan
  1. Review TaxCaddy marketing material available to you
  2. Send pre-invite to taxpayers not using TaxCaddy via marketing material
  3. To improve your clients' login experience, please request your clients to access TaxCaddy with the email invite sent by your firm instead of creating their own TaxCaddy account.
3. Client Management
  1. Add clients individually
  2. Import Clients via Bulk import
  3. Edit client records (and provide missing info)
  4. Disconnect and Delete clients no longer working with your firm
  5. Perform actions in bulk to save time.
  6. Edit firm users following a client.
4. Templates
  1. Creating Letter templates from scratch (Personalized)
  2. Upload files as Letter templates (Generic)
5. Document Request List
* A TaxCaddy unit may be required
- Understanding TaxCaddy Gather & Deliver units
  1. Create Custom Document Request Lists (Proforma Lists)
  2. (Lacerte Only) Create Custom DRL for Lacerte
  3. Enable/Disable Fillable Forms for DRL
6. Questionnaire
  1. Review Admin Setting - Questionnaire
  2. Create New Questionnaire or Rollforward Questionnaire
  3. Review/Edit Questionnaire
7. Gather (Gathering your client’s tax information for return preparation)
* A TaxCaddy unit may be required
- Understanding TaxCaddy Gather & Deliver units
  1. Send Letter Templates
  2. Send Questionnaire
  3. Edit Custom DRLs, if applicable
  4. Send Custom DRL
  5. Reset Custom DRL, if necessary
  6. Add Manual Requests, if necessary
  7. Uploading files to client's Uploaded Documents
8. Deliver (Delivering Tax Return, Vouchers, Invoices, and Requesting E-File Signature)
* A TaxCaddy unit may be required
- Understanding TaxCaddy Gather & Deliver units
  1. Split Deliverables
    • Enable permissions to Reviewer Dashboard
    • Accessing Reviewer Dashboard
    • Deliverables Checklist
  2. Manual Delivery
    • Uploading a Client’s Tax Return
    • Uploading a Tax Payment Voucher
    • Adding an Invoice
    • Sending requests to your clients (to Sign E-File Authorization)
  3. SafeSend Integration
    • TaxCaddy and SafeSend Returns Integration

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