Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Customized Fillable Forms

Complete form (Customized fillable forms)

Customized fillable forms can be sent to the client as a requested item when you send a DRL or upload a document request manually from the Client Profile. You or your client can complete fillable forms from TaxCaddy.

Send Customized Fillable Forms

Follow these steps to send Customized Fillable Forms:
  1. Go to
    TaxCaddy
    Administrative
    DOCUMENT REQUEST LIST
    . Ensure Customized Fillable Forms are enabled for the categories.
  2. If you selected
    Yes
     and there is proforma data in the tax application, then clients will receive the Customized Fillable Forms after you create and send the DRL.
    You can also manually request a document from the Client Profile. However, only categories that allow fillable PDF forms will appear as fillable forms when you create a request.
  3. Clients can use the
    Complete Form
     feature to fill out the fillable forms (that is, Schedule C, E, and F).

Complete form

You or your client can fulfill a document request by completing the fillable form sent from DRL. Follow these steps to complete the fillable form:
  1. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client and select the client tile from the result.
  2. Select
    Documents
    , then select
    Requested Items
    .
  3. On the document tile, Customized Fillable Forms sent from the DRL will appear under
    Documents Requested
     with a
    Fillable
     icon.
    Select the
    Menu
     icon to view the document options.
    Not all documents with the Fillable icon are Customized Fillable Forms sent from the DRL. Documents can also have the Fillable icon if an empty form was uploaded and marked as fillable.
  4. If the document is a Customized Fillable Form, then you will see
    Complete Form
     as an option on the document tile. Select
    Complete Form
    .
    Uploading a document rather than completing the form will alert you that doing so will replace the attached fillable PDF and any data you've provided to it. Select
    CONTINUE
     to upload your document, or select
    COMPLETE FORM
     to fill the PDF in the Document Viewer panel.
  5. To complete the form, select the highlighted fields then enter the data.
  6. Once you have completed the form, select
    SUBMIT
     to upload the fillable form.
  7. On the
    Submit Document
     window, select the checkbox, then select
    SUBMIT
    . Once the document is submitted, it can no longer be modified.
  8. Once the Customized Fillable Form form has been submitted, the document status displays
    FORM COMPLETED
     on the
    Requested Items
     tab.
View uploaded Customized Fillable Forms
To view uploaded Customized Fillable Forms, go to
Documents
, then
Uploaded Documents
.
Select the submitted form to view it in the Document Viewer panel.
Delete uploaded Customized Fillable Forms
To redo the fillable form (for requested documents), delete the document from the
Uploaded Documents
 tab. After the uploaded form has been deleted, it will be restored to its original state on the
Requested Items
 tab. All entered data will be deleted.
To delete an uploaded Customized Fillable Forms, go to
Documents
, then
Uploaded Documents
.
Select the
Menu
 icon then select
Delete
.
On the
Confirm Delete
 window, select
YES
 to delete the uploaded document and restore it as a requested item.

This article applies to:

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

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close