Send a Document Request List (DRL) to clients

Before You Start

Verify you have some proforma information in the tax software. For example, proforma information could be from names rolled over from the prior year to the current year.
You must first generate/create Custom DRLs for clients before you can send them DRLs. You can create and send DRL for Standard(online) and Offline Clients. Click here to learn more about creating custom DRL

Send DRL to clients

Sign in to TaxCaddy.
Go to
Administrative
>
Client Management
.

Select the
MANAGE CLIENTS
menu.

Under the
DOCUMENT REQUEST LIST
category, select
Send DRL
.

The
STATUS
column shows which clients are eligible for sending DRL.

You can only select/send DRL to clients if they have the following status:
Not Sent
note
A client will have the
Not Eligible
status and the
Blank Tax Client ID(No Data Found)
text in the
Date
column if no prior information is saved to the tax software. When this happens, please confirm the correct tax client ID is saved to the client's record.

To send the DRL in bulk, you need to first select the clients.
Option 1:
Select the checkbox next to each client to only choose those clients.

Option 2:
To bulk select clients, select the first 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 need to wait for the first bulk operation to complete before initiating the same action for the second set of clients. Requires
Manage Bulk Actions
permission.
All Eligible on Page
- Selects all eligible clients on the current page.

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

After you select one or more clients, a (blue) selection bar slides up from the bottom of the page. Select
SEND DRL
to bulk send the letter to all selected clients.
elect
DESELECT ALL
to cancel and clear all selected clients.

Send DRL status

Send DRL Status	What Can I do?	Description
	Provide missing tax info to proceed	You can't send a DRL to clients with this status because their client record is missing info required to invite the client to use TaxCaddy.
	Create DRL first	Clients are not eligible for Send DRL if: You haven’t yet imported their proforma data via Create DRL. They have no proforma data in the tax software, resulting in an empty list on the Edit Document Request List screen.
	Send DRL	TaxCaddy is ready to send a DRL.
	Wait for the client to provide the requested items	A DRL has been sent to the client.