Triva isn't available right now.
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
Automate work paper preparation and eliminate data entry
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Shop our latest titles
ProView Quickfinder favorite libraries
Letter Status | What can I do? | Description |
---|---|---|
Missing Info | Nothing, provide missing tax info to proceed | You can't send Letters to clients with this status because their client record is missing info required to invite the client to use TaxCaddy. |
Not Eligible | Nothing, this account is not able to receive a Letter | Clients are not eligible for Letters if they are either Offline or Duplicate accounts. |
Not Sent | Send | TaxCaddy is ready to send the Letter. |
Awaiting Review | Wait for the client to provide a review | The Letter has been sent to the client and is awaiting review by the client. |
Awaiting Signature | Wait for the client to provide a signature | The Letter has been sent to the client and awaiting signature by the primary account holder (taxpayer). |
Awaiting Spouse's Signature | Wait for the client’s spouse to provide a signature | The Letter has been signed by the client/primary account holder (taxpayer) but is still awaiting signature by the client’s spouse. |
Manual Signature Required | Nothing, the client you'll need sign the document manually | If a client fails to verify their identity three times when signing with ID verification, you'll need to download the document and sign it manually. If either the taxpayer or spouse fails the identity verification, both are required to sign the document manually. |
Reviewed | Complete | View the completed item in the client’s Uploaded Tax Documents, under the category CPA Letters. |
Signed | Complete | View the completed item in the client’s Uploaded Tax Documents, under the category CPA Letters. |