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Create custom DRL (import proforma data)

Create custom DRL for Lacerte

To create a custom document request list (DRL) for Lacerte, you'll need to 1st install the Lacerte SDK driver on your machine for the tax year. You will also need to use Lacerte login credentials to grant TaxCaddy permission to access client proforma data in Lacerte.
If you are not using Lacerte, then for all other tax software.
note
Please make sure you have the latest version of the Lacerte SDK driver installed on your machine/environment in : - Create binders in FileRoom - Export binder data to tax software - Create Custom DRL in TaxCaddyLatest release:
December, 19, 2023
 . uninstall the previous version before installing a new version.

Install Lacerte ODBC driver

First install the Lacerte ODBC driver to authenticate access to Lacerte.
  1. Select
    FileRoom
    , then
    Admin
    .
  2. Select
    Account Setup
    , then
    Installation & Updates
    .
  3. Under
    Lacerte ODBC Driver Installer
    , select
    Lacerte SDK Installer.msi
     to download the installer. Install both the 32-bit and 64-bit installer.
  4. You'll need to install Lacerte ODBC drivers with Admin rights, please contact your IT department to install these drivers.
    note
    Uninstall any previous versions of Lacerte SDK installed on your PC before installing the new version.
  5. An Installer will be downloaded. Once the download completes, open the Lacerte Tax SDK installer and install it with Administrator rights.
    note
    Download window may vary based on the browser type.
  6. When the
    Open File
     window appears, select
    Run
    .
  7. You can make sure
    Lacerte SDK
     is installed successfully by looking at the list of installed programs in your computer's Control Panel. Install both 32 Bit and 64-Bit installers.
  8. Once the installation process is complete, restart your machine.

Create custom DRL for Lacerte

  1. To create a custom document request list (DRL), you'll need to 1st add or import clients.
    note
    To successfully create a custom DRL for Lacerte, you'll need to include the
    Tax Client ID
     as a required field. This field is called Client Number in Lacerte.
  2. Select
    Administrative
    , then
    Client Management
    .
    Select Administrative then CLIENT MANAGMENT.
  3. Select
    MANAGE CLIENTS
    .
    Select the MANAGE CLIENTS menu.
    You'll see a message that says you've used all the remaining pre-purchased TaxCaddy Gather and/or Deliver units.
    Your firm used all the remaining TaxCaddy Gather and/or Deliver units. Please purchase additional units to avoid disruptions.
    Notification that a client has used all of its Gather and Deliver units.
  4. Under the
    DOCUMENT REQUEST LIST
     category, select
    Create Custom DRL
    .
    Select Create Custom DRL.
  5. The
    STATUS
     column shows which clients are eligible for importing proforma data to create a custom DRL.
    STATUS column for creating a DRL.
    note
    Before creating a DRL, roll forward the return to the current tax year in your tax software.
    You can create a DRL for a client if they have a status
    Eligible for Import
    .
    note
    Client record fields pertaining to your tax software will need to be filled out accurately for Custom DRLs to be created.
    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 the menu button and then select
    Edit
    . Once the required fields are filled out, the status will change to
    Eligible for Import
    .
  6. To create multiple clients' DRLs in bulk, you'll 1st need to select the clients.
    Option 1:
     Select the checkbox next to each client to only select those clients.
    Select the client checkbox you would like to create a DRL for.
    Option 2:
     To bulk select clients, select the 1st column header, then select from the following:
    • 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 oyf clients. Requires Can Bulk Send permission.
    • All Eligible on Page
       - Selects all eligible clients on the current page.
    Select ALL ELIGIBLE ON PAGE.
    Only users with
    Can Bulk Send
     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.
    Notification that bulk send permissions are restricted.
  7. After you select one or more 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.
    Select CREATE CUSTOM DRL to proceed.
  8. A PBFX file will download to your local machine if you have only 1 local tax software configured (such as, Lacerte, ProSystem fx Tax for tax years 2022 and earlier, or UltraTax). Select the PBFX file to open it.
    Downloaded .pbfx file in your browser.
    TaxCaddy Tax File Uploader
     window will appear.
    TaxCaddy Tax File Uploader window.
    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 the
    Launch DRL
     Launch DRL iconicon to resume.
    Select the Launch DRL icon from Client Management.
    The
    Launch DRL
     icon is available when there is only 1 local tax software configured (such as, Lacerte or UltraTax).
    If you see the
    In Error
     status, make sure you have the latest version of Lacerte SDK (ODBC Driver) installed. Also, make sure you are using the latest version of the Lacerte driver. You'll need to 1st uninstall the previous version before installing a new version.
  9. After the
    TaxCaddy Tax File Uploader
     window appears, Lacerte will need to authenticate access.
    TaxCaddy Tax File Uploader window.
    Access Confirmation
     window will appear. Select
    Grant
    , to grant TaxCaddy permission to access Lacerte. In some instances, the window may appear in the background, minimize all windows, if necessary.
    Access Confirmation window.
    note
    Install the latest
    Lacerte ODBC
     to open client data. This window won’t appear if the driver is not installed on your machine or working environment.
  10. On the
    Sign in
     window, enter your Lacerte log in credentials, then select
    Sign In
    .
    note
    You will need to enter your Lacerte log in credentials again when your log in session expires in 24 hours.
    Intuit login screen
  11. A notification shows you the current progress for DRL created. To update the notification with the current status, select
    Refresh.
    If the create DRL queue has been initiated, the notification will display the current progress for clients processed in the queue. An updated notification appears once all Create Custom DRL have been processed.
    Notification that Create Custom DRL has been queued.
  12. The client status will update to
    Completed
     if the client proforma data was imported successfully. Send the DRL to these clients.
    COMPLETED in the Status column.
    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 you've addressed the issues, select these clients and create the DRL again.
    Notification of an invalid locator.

This article applies to:

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

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