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Edit categories in Document Request List
TaxCaddy includes a Document Request List with predefined categories, which are not editable and can't be deleted. User-added categories are editable and can also be deleted. Follow these steps to edit a user-added category.
note
Only users with Administrative permissions have access to the Document Request List.
- Sign in to TaxCaddy.
- SelectAdministrative, then selectDocument Request List.
- Select theTax Year.
- Scroll toADDED CATEGORIES. UnderADDED CATEGORIES, point to the category you want to edit and selectEdit.noteOnly user-defined categories can be edited. Predefined categories can’t be edited or deleted.
- Enter the changes into the field, then select theEnterkey to save your changes.
- The changes are reflected immediately.
This article applies to:
- Product: SurePrep
- Sub-Product: TaxCaddy
- Subject: Documents
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