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TaxCaddy release notes

2025-12-21 (Tax Year 2025 for Letters, Questionnaire, and Custom DRL, New API calls)

December 21, 2025, TaxCaddy release notes

Create your clients' 2025 DRLs

The ability to create and send custom TaxCaddy DRLs is now available for the 2025 tax year. Select 2025 from the
TAX YEAR
 dropdown, then select
Create Custom DRL
 from the
Manage Clients
 dropdown to get started.
note
Attention UltraTax CS customers:
 An additional UltraTax CS integration setup is required to complete DRL and create binders for tax year 2025. Please ensure that you complete the one-time setup. Without this step, you will
NOT
 be able to create a Document Request List (DRL) in TaxCaddy or create binders for tax year 2025.
Refer to the
Action Required: Activate New SurePrep-UltraTax CS Integration
 article in the
Related Content
 section for full documentation.
Select 2025 for the tax year, then select Create Custom DRL

Send 2025 Letters and Questionnaire

You can now send your firm's questionnaire and letters for the 2025 tax year. Select 2025 from the Client Management screen's
TAX YEAR
 dropdown then from the
MANAGE CLIENTS
 dropdown, select:
  • 2025 - Questionnaire
     to send your questionnaire.
  • Any letter listed in the
    LETTERS FROM TEMPLATES
     section to send a letter.
Users have the option to create a new questionnaire from scratch or roll over their previous year's questionnaire if they'd prefer to reuse the prior year's content.
Select NEW or FROM PRIOR YEAR
Users can create new letter templates that they can send to their clients through
CLIENT MANAGEMENT
. You have the option to either create new letter templates from scratch or upload a file that can be sent as a template.

New API calls

We've introduced new TaxCaddy API calls that can streamline your firm's tax preparation processes even further.
note
The official documentation is coming soon to the Thomson Reuters Developer Portal. However, you can contact SurePrep Support if you would like to begin development now.
New TaxCaddy API calls include:
  • TaxCaddyDocumentCategories
    : Lets API users authorized with TaxCaddy & TaxCaddy Admin permissions to retrieve all document categories (default & custom) for a firm based on tax return type and year. This API exclusively supports 1040 return type.
  • SendDocumentUploadRequest
    : Lets API users send multiple document upload requests for a single Tax Client ID in one API call. Supports 1040 tax return type, and provides confirmation responses with detailed status for each request.

This article applies to:

  • PRODUCT: SurePrep

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