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Work with uploaded documents in TaxCaddy

Delete documents

Unfulfilled
Signature
 requests,
Review
 requests, and documents in
Uploaded Documents
 can be deleted using the procedure described in this article. Completed
Upload
 requests are moved to the
Uploaded Documents
 tab (under the category the request was uploaded to) and must be deleted from there.
Follow these steps to delete documents from client profiles:
  1. Sign in to TaxCaddy, on the
    Overview
     screen select a client tile to view the client profile.
  2. Select
    Documents
    , then select
    Requested Items
     or
    Uploaded Tax Documents
    .
  3. Select the
    Menu
     icon of a pending
    Sign
     or
    Review
     task, then select
    Delete
    .
    You or your client can indicate that a pending
    Upload
     request
    Doesn't Apply
     when the requested documents can't be uploaded.
    You can also delete an uploaded document from the
    Document Viewer
     panel. Select
    DELETE
     to delete an uploaded document.
  4. The
    Confirm Delete
     window will appear. Select
    YES
     to delete the file. This change will also be reflected in the client profile.

Remove unwanted document requests

If you want to remove a
Document Upload Request
 from a client's
Requested Items
 section altogether, then their DRL can be reset in
Client Management
.
After it has been reset, the client's DRL can then be created and edited using the
Edit DRL
 feature to update the list of documents you'd like to request from your client. Once this newly edited DRL has been tailored to meet your client's needs, it can now be sent.

This article applies to:

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

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