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Send a Document Request List (DRL) to clients

Reset DRL

Document Request List (DRL) is based on your clients' proforma data from last year's tax return. To fetch the DRL data from your tax software, you need to create a custom DRL then send the DRL to the client. Resetting DRL lets you restart the process of creating a custom DRL by deleting the current DRL along with any changes that were made using
Edit DRL
.
Reset DRL
 can also cancel DRLs that are currently in a queue or being processed.
Reset DRL
 is also useful to recall DRLs sent to the client's profile. This can be useful in situations where you erroneously entered an incorrect Tax Client ID or didn't roll forward the return to the current tax year in your tax software.
Reset DRL
 will recall any DRLs that were sent to the client's profile.
note
If a client has already fulfilled an item from their DRL, resetting their DRL won’t delete these previously provided items from the corresponding categories of the
Uploaded Documents
 section in their account.
Follow these steps to reset DRL:
  1. Sign in to TaxCaddy.
  2. Go to
    Administrative >
    Client Management
    .
    Select Administrative then CLIENT MANAGMENT.
  3. Select the
    MANAGE
    CLIENTS
     menu.
    Select the MANAGE CLIENTS menu.
  4. Select
    Create Custom DRL
     or
    Send DRL
    .
    Select Create Custom DRL.
  5. To reset a client's DRL, select the
    Menu
     icon, then select
    Reset DRL
    .
    note
    You won’t see
    Reset DRL
     as an available option if you didn’t select
    Create Custom DRL
     or
    Send DRL
     from the
    MANAGE CLIENTS
     menu.
    Select Reset DRL from client menu.
  6. The
    STATUS
     column shows which clients are eligible for resetting DRL. The
    Reset DRL
     option is only enabled for clients with the following status:
    • Create Custom DRL
       status should be either
      In Queue
      ,
      In Process
      ,
      DRL Creation in Queue
      ,
      Creating DRL
      ,
      In Error
      , or
      Completed
      .
      COMPLETED status for Create Custom DRL.
    • Send DRL
       status should be
      In Queue
      ,
      In Process
      ,
      Sent
      , and
      Not Sent
      .
      NOT SENT status for DRL.
      You can use the filter feature to narrow down the client list to only see clients with the proper status (for example,
      In Queue
      ,
      In Process
      ,
      Completed
      ,
      Sent)
      . select
      ADD FILTER CATEGORIES
       >
      Status
      , then select the checkbox to filter clients.
      Select a Custom DRL status filter
  7. The
    Reset DRL
     window will appear asking you to double check your choice to reset this client's DRL. Any sub-categories that were added using the Edit DRL feature will also be deleted.
    Reset DRL window
  8. Additionally, you will have the option to reset the client information that was imported from the tax software when
    Create Custom DRL
     was initially triggered. Select the
    Reset personal information
    checkbox if you'd like to reset this client's imported personal information.
    note
    After resetting a client's DRL and imported personal information, re-creating this client's custom DRL will additionally reimport any personal information records from the tax software.
    Select the reset DRL checklist.
  9. Once you've reviewed the information and indicated your
    Reset personal information
     preferences, select
    RESET
     to reset this client's DRL.
    Select Reset to reset the DRL.
    If you've changed your mind and would like to leave this client's DRL as is, you can select
    CANCEL
     to close the
    Reset DRL
     window.
  10. On the
    CREATE CUSTOM DRL
     option, the client's status will change to
    ELIGIBLE FOR IMPORT
    . You can select the client then create a new custom DRL.
    ELIGIBLE FOR IMPORT status.
note
Resetting a client's DRL will only reset the items contained in the document request list. Reset DRL doesn’t reset or remove the client's SSN or Phone Number that was imported from the tax software.

This article applies to:

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

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