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Add categories to Document Request List

TaxCaddy includes a Document Request List with predefined categories and subcategories by default. Additionally, you can add more categories to fulfill any further requirements your firm may have.

note

Only users with Administrative permissions have access to the Document Request List
tab.

Follow these steps to add a category to the Document Request List.

Sign in to TaxCaddy.

Select Administrative
, select Document Request List
.

Select Administrative, select Document Request List

Select the TAX YEAR
.

TAX YEAR dropdown

Select the Add Category
button.

Select Add Category

A new row appears under Added Categories
. Enter a name for the category and then press the Enter
key to save.

Added Categories section

The new category is added to the bottom of the list, with the display preference set to Yes
, which means that it will be displayed to your clients even when no proforma data exists for the client.

Select Yes for the CRL categories

You and your clients will now be able to upload the document to the custom category.

Upload Documents window

You will now be able to move the document to the custom category.

This article applies to:

PRODUCT: SurePrep
Sub-Product: TaxCaddy
Subject: Documents

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