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Import new clients (standard & offline)

Troubleshoot: Importing new clients

TaxCaddy's Importing clients feature lets you import multiple clients at once by uploading an Excel file. To avoid errors, you must follow the guideline for completing client import and enter all required fields for your tax software.

Client exception list for failed client imports

You can download the
Exception Report
 to view why your client failed to import.
The
Comments
 column explains why the particular client failed to import. You may rectify the fields and try again.

Comments

Comments Column
Cause
One or more mandatory fields are missing. Mandatory fields are taxpayer first name, taxpayer last name, taxpayer email address, and Owner email address.
Missing required fields. Enter all necessary required fields.
note
To successfully create a DRL, you must also enter all required fields for your tax software.
The office location is missing or the entered location is not mapped in FileRoom.
If the Office Location is required but the
OfficeLocation
 field is missing or doesn’t match an existing office location.
Either the owner is missing in the SurePrep user management screen or they don't have the permission to be an owner.
OwnerEmail
 field doesn’t match an existing owner's email address or the owner doesn’t have the permission to be an owner (
Permissions
User Group
Can be an Owner
).
A duplicate record with this taxpayer email address already exists in the Client Management screen.
There is already an existing client with the same email address. You can find the existing client on the
Client Management
 screen.
This record was rejected due to the presence of a disallowed character in an email address field.
Email address is not properly formatted.
This email address is already being used by a tax professional account.
The email address is already in use by a tax professional. Thus, it can't be assigned to a new client.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Clients

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