Troubleshoot: Create DRL status

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)

To resume the

TaxCaddy Tax File Uploader

, select the

Launch DRL Uploader

button.

Tax application-specific required fields

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.
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.

Create DRL -

In Error

status

Reason: Exceeds the limits code: Unauthorized