Skip to main content
Document requests
Search
Search SurePrep Support Help and Support.

This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Documents

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.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , select
    Document Request List
    .
    Select Administrative, select Document Request List
  3. Select the
    TAX YEAR
    .
    TAX YEAR dropdown
  4. Select the
    Add Category
     button.
    Select Add Category
  5. A new row appears under
    Added Categories
    . Enter a name for the category and then press the
    Enter
     key to save.
    Added Categories section
  6. 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.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close