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SurePrep API - TaxCaddy use cases

Merged Document Request List PDF (TaxCaddy)

Your firm can convert TaxCaddy Document Request List (DRL) items into PDFs and then merge these fillable DRL PDFs into a single document. The merged fillable PDF document may include Schedule C, Schedule E, Schedule F, Medical Expenses, Real Estate Taxes, DMV Fees and Taxes, Charitable Contributions, Non-Cash Contributions, 1098 (Home Mortgage Interest), Other Interest Expenses, Foreign Financial Assets, Foreign Bank, and Financial Accounts. 
Follow these steps to configure the API to get and download the DRL in a PDF format along with any fillable PDFs:
  1. Go to
    FileRoom > Admin > API > Firm Defaults
    .
    Select Admin, API, then User Management
  2. Scroll down to the
    Merged DRL PDF (TaxCaddy)
     section, then select the checkbox for
    Get merged Document Request List (DRL) into a single PDF along with Fillable PDFs
    .
    Select the Get merged DRL checkbox
  3. On the confirmation window, select
    Yes
    .
    Select Yes
    note
    When creating DRL through API, TaxCaddy will consume one additional
    TaxCaddy Gather unit
     if the
    MergedPDF
     input parameter is passed.
  4. To give the API the ability to download merged DRL PDF, select the checkbox for
    Download merged Document Request List (DRL) PDF
    .
    Select the Download merged Document Request List (DRL) PDF checkbox
After enabling the
Merged DRL PDF
 settings, use the following API transfer to get the Merged DRL PDF:
  1. Use the
    CreateDRL
     (POST) method call and pass in
    MergePDF
     as an input parameter.
  2. Use the
    GetDRLPDFDetails
     (POST) call to get the download information.
  3. Use the
    DownloadDocument
     (POST) call to download the document.
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This article applies to:

  • Product: SurePrep

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