Upload files as letter templates

Upload files as letter templates

Sign in to TaxCaddy.
Select
Administrative
, then select
Templates
.

Ensure the correct year is chosen next to
Other Templates
.

Next to
Letters
, select the
New
icon and then select
Upload A File
.

Select a file to upload from your device.
note
The only accepted file format is PDF. You can upload fillable PDFs and password-protected PDFs and those features will be preserved.
The file appears under
Files to Upload
, select
DONE
.
note
You can drag additional files onto the window to upload them as separate requests of the same type,
To Sign
or
To Review
.

The new template appears in the list under
Letters
. Select the template to view it.

From
Client To
, select either
Review
,
Sign
, or
Sign E-file Authorization
.
Review
: Client marks the document as reviewed using the
Mark Reviewed
button.
Sign
: The client marks the document as signed using the
Sign & Accept
button and entering their first name as signature capture.
Sign E-file Authorization
: The client marks the document as signed using the
Sign & Accept
button, entering their first name as signature capture, then providing information to confirm their identity using knowledge-based authentication (if
Requires KBA
checkbox is selected).
note
Only 1 digital stamp is applied to each PDF. If you use a single PDF for both federal and state e-file Authorizations, only a single stamp will be applied.

For documents that need to be fillable, select the
Fillable
checkbox.
note
The
Fillable
checkbox is only available when
Client To
is set to
Sign
or
Review
.

For documents that require a signature, select whose signature is required from the
Sign By
dropdown menu.
note
The
Sign By
dropdown menu is only available when
Client To
is set to
Sign
or
Sign E-File Authorization
.

For
Sign E-File Authorizations
, select the
Require KBA
checkbox to indicate whether or not a client must undergo KBA (knowledge-based authentication) to fulfill this request.

Select
Save
. The template is ready to be sent to clients via the
Client Management
screen.

.