Create custom DRL (import proforma data)

Before you start

Roll forward the return to the current tax year in your tax software.
Your clients' tax software information must be filled out accurately in the CLIENT MANAGEMENT screen.

Create a custom DRL

To create a custom document request list (DRL), you'll need to first add or import clients.
If you are creating a Custom DRL for a new client without any proforma data in your tax software, then you can use Tax Return PDF Extraction to extract data from a previous year's tax return to create proforma for the current year.
Select
Administrative
, then
Client Management
.

Select
MANAGE CLIENTS
.

Under the
DOCUMENT REQUEST LIST
category, select
Create Custom DRL
.

You will see a message alerting you if your firm has used all of the remaining pre-purchased TaxCaddy Gather or Deliver units.

The status column shows which clients are eligible for importing proforma data to create a custom DRL.

note
Before creating a DRL, roll over the return to the current tax year in your tax software.
You can create a DRL for a client if they have the
Eligible for import
status.
note
Client record fields pertaining to your tax software will need to be filled out accurately for Custom DRLs to be created successfully.
note
If any required fields on a client record are missing, the status for that client will be
Missing Tax Details
. To edit the client's record, select
Edit
. Once the required fields are filled out, the status will change to
Eligible for Import
.
To create multiple clients' DRLs in bulk, you'll need to first select the clients.
Option 1:
Select the checkbox next to each client to only select those clients.

Option 2:
To bulk select clients, select the 1st column header then select from the following options:
All Eligible
- Selects all eligible clients in your firm from all pages. However, if you are currently using filters and/or search then
All Eligible
(clients) will only apply to clients who are currently filtered/searched. If you need to perform the same action separately for a different set of clients then you'll need to wait for the 1st bulk operation to complete before initiating the same action for the 2nd set of clients. Requires Manage Bulk Action permission.
All Eligible on Page
- Selects all eligible clients on the current page.

Only users with
Manage Bulk Actions
permission can use
All Eligible
to select all eligible clients in the firm. Users without permission will see an error notification when attempting to bulk send to all.

After you select the clients, a (blue) selection bar slides up from the bottom of the page. Select
CREATE CUSTOM DRL
to begin creating a DRL for each of the selected clients.
Select
DESELECT ALL
to cancel and clear all selected clients.

A PBFX file will download to your local machine if you have only 1 local tax software configured (Lacerte or the UltraTax desktop version). Skip this step if you use GoSystem Tax RS, CCH Axcess Tax, or UltraTax CS (Virtual Office or SaaS).
Open the PBFX file. The
TaxCaddy Tax File Uploader
window will appear. Keep the window open until all the
Status
items have been completed.

If the status of a DRL gets stuck
In Queue
for more than 30 minutes, the
TaxCaddy Tax File Uploader
may have been shut down prematurely. Select
Launch DRL
icon to resume.

A notification shows you the current progress for the created DRL. To update the notification with the current status, select
Refresh
. If you've started to create DRL queue, the notification will display the current progress for clients processed in the queue.
Client's Custom DRL status updates to indicate the current progress.

The notification will update after all DRL have been created.

The client status will update to
Completed
if the client proforma data was imported successfully. Next, send DRL to these clients.

The client status will update to
Error
if an attempt to import proforma data failed. Select the
Error Status
icon for information about why the import failed. Once these issues are addressed, select these clients and create the DRL again.

Create custom DRL status

What's next?

Send the DRL to one or more clients.
Edit DRL if you need to make any changes.
Reset DRL to delete the current DRL.