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Send a Document Request List (DRL) to clients

Edit Document Request List (DRL)

Document Request List (DRL) is based on your clients' proforma data from last tax year's tax return, as pulled from your tax software. Create Custom DRLs for clients before you can edit and send them DRL.

View Document request

Follow these steps to view Document Request Lists for each client:
  1. Sign in to TaxCaddy.
  2. Go to
    Administrative
     then
    Client Management
    .
  3. Select the
    MANAGE CLIENTS
     menu.
  4. Select
    Create Custom DRL
     or
    Send DRL
    .
  5. To edit a client's DRL, select the
    Menu
     icon, then select
    Edit DRL
    .
  6. The
    STATUS
     column shows which clients are eligible for
    Edit DRL
    . The
    Edit DRL
     option is only enabled for clients with the following status:
    • Under
      CREATE CUSTOM DRL
      , the status should be
      COMPLETED
      .
    • Under
      SEND DRL
      , the status should be
      Not Sent
      .
    The
    Reset DRL
     and
    Edit DRL
     options will be disabled (under
    Create Custom DRL
     or
    Send DRL
    ) for clients that have already been sent DRL. You can use the filter feature to narrow down the client list to only see clients with the proper status (for example,
    Completed
    ,
    Not Sent)
    . select
    ADD FILTER CATEGORIES
     >
    Status
     > then select the checkbox to filter clients.
  7. Edit Document Request List
     screen will appear. The document request list for the client will appear at the bottom.

Add document request

Follow these steps to add documents to the Document request list:
  1. On the
    Edit Document Request List
     screen, select
    Add Document Request
    .
  2. The
    Document Request
     window will appear. select on a category to select it. The Requested document will be placed in the selected category once it is uploaded.
  3. Select
    Add New...
     to create a new subcategory.
  4. Enter a name for the new subcategory, then select the
    Save
     icon.
  5. After the subcategory is listed, select
    DONE
    to save the subcategory.
  6. The new document request will be added to the end of the Document Request List.

Remove Document request

Follow these steps to edit Document Request Lists for each client:
  1. On the
    Edit Document Request List
     screen, select the checkbox next to the document to remove it from the document request list. Deleted documents will not be sent to the customer as a requested item.
  2. To search for a specific document on the
    Edit Document Request List
     screen, enter the document name in the search field on the upper-right side.
  3. The selected documents are deleted from the document request list before they are saved or sent.
    1. Select
      Save
       to save the edited DRL. The saved DRL won’t be sent to the client.
      The
      Save DRL
      appears when you select
      Save
      .
      1. Select
        Yes
         to remove the document and save the DRL.
      2. Select
        No
         to cancel.
    2. Select
      Send
       to save and then send the edited DRL.
      The
      Send DRL
       window appears when you select
      Send
      .
      1. Select
        Yes
         to remove the document before you send the DRL.
      2. Select
        No
         to cancel.

This article applies to:

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

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