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Create custom DRL (import proforma data)

Troubleshoot: Create DRL status

The
Status
 column determines whether you can create and send a DRL to clients.

Custom DRL status breakdown

Create DRL Status
What can I do?
Description
Missing Tax Info
Provide missing tax info to proceed.
You can't create a custom DRL for clients with this status because their client record is missing information TaxCaddy needs to locate the client in your tax application.
In Error
Address the issues, then create DRL.
Clients have this status when a previous attempt to import proforma data failed. Mouse over the error status icon for information about why the import failed. Once these issues are addressed, select these clients and create the DRL again.
Eligible for Import
Create DRL.
TaxCaddy is ready to import proforma data.
tip
You can import proforma data for clients before their TaxCaddy account exists – even before sending the Invite.
In Queue
Wait for the DRL queue to complete.
TaxCaddy is in a queue to import client data (in bulk).
In Process
Wait for the import process to complete.
TaxCaddy is working on importing the data from your tax application (in bulk). This process can take several minutes.
DRL Creation In Queue
Wait for the queue to begin creating DRL.
DRL import has been completed and is now in the queue to begin creating DRL.
Creating DRL
Wait for the DRL Creation to complete.
TaxCaddy is currently in the process of creating DRL for clients.
Completed
Send DRL.
TaxCaddy successfully imported proforma data for clients who have this status. The next step is sending the DRL to these clients.

Stuck in queue status (local tax application only)

If you have only 1 local tax application configured in
Account Admin
 (that is,
.
 Lacerte, ProSystem fx Tax for tax years 2022 and earlier, or UltraTax), then prematurely closing the
TaxCaddy Tax File Uploader
 window will cause the
Custom DRL status
 to be stuck with a
In Queue
 status.
To resume the
TaxCaddy Tax File Uploader
, select the
Launch DRL Uploader
 button.

Tax application-specific required fields

Each tax application requires specific client information to create DRL.
  • CCH Axcess Tax:
    • Tax Client ID
      : This field is called Client ID in CCH Axcess
    • Tax Software Account #
      : Required*
    • Tax Software Password
      : This is only required if the Tax Client ID requires a password to access the client's tax return from last year.
    • Tax Software Version
      : Required as
      V1
      ,
      V2
      .*
  • GoSystem Tax RS:
    • Tax Client ID
      : This is called
      Locator Number
       in GoSystem Tax RS.
    • Tax Software Account #
      : Required*
    • Tax Software Password
      : This is only required if the Tax Client ID requires a password to access the client's tax return from last year.
    • Tax Software Version
      : Leave blank.
  • Lacerte:
    • Tax Client ID
      : This field is called Client Number in Lacerte.
    • Tax Software Account #
      : Leave blank.
    • Tax Software Password
      : Leave blank.
    • Tax Software Version
      : Leave blank.
  • *ProSystem fx Tax (2022 and earlier tax years only):
    • Tax Client ID
      : This field is called Client ID in ProSystem fx Tax.
    • Tax Software Account #
      : Leave blank.
    • Tax Software Password
      : Leave blank.
    • Tax Software Version
      : Leave a blank for V1. For other versions, use
      V2
      ,
      V3
      .
  • UltraTax:
    • Tax Client ID
      : This field is called Client ID in UltraTax.
    • Tax Software Account #
      : Leave blank.
    • Tax Software Password
      : Leave blank.
    • Tax Software Version
      : Leave blank.
When attempting to create DRL, you will see the
Missing Tax Info
 status if your client is missing the required information. Edit client record with the missing/incorrect information then try again.
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you won’t be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.

Create DRL -
In Error
 status

Mouse over the
IN ERROR
 status icon for information about why the import failed.
Reason: Exceeds the limits code: Unauthorized
Solution
This message appears for CCH Axcess tax. If you see this message, use the Reset DRLfeature to reset the DRL then use Create DRL again after a few minutes have passed. In some instances, this may require more than 1 attempt.

This article applies to:

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

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