Include or exclude categories from the shortlist displayed to clients

TaxCaddy includes a Document Request List with predefined categories, and you can add additional categories as needed. For both predefined and user-added categories, you can select whether or not to display the category to clients. Follow these steps to define when a category should be displayed to a client.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Document Request List
    .
  3. The middle column lets you show or hide each category under the
    Show Popular
    tab when moving or uploading a document. Select
    Yes
    to show the category, select
    No
    to hide the category.
  4. User-added categories appear under the predefined categories. Select
    Yes
    or
    No
    .

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