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This article applies to:

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

Troubleshooting: DRL Stuck in queue for local tax application

When creating custom DRLs for clients, you may encounter the status of the DRL being stuck in the
In Queue
 phase for more than 30 minutes. This problem occurs when only 1 local tax application is configured in Account Admin (that is,
Lacerte or UltraTax) and the
TaxCaddy Tax File Uploader
 window has been closed prematurely.
Follow these steps to resolve the issue:
  1. Select the
    Launch DRL Uploader
     Launch DRL Uploader icon icon on the
    Client Management
     page.
    Select the Launch DRL Uploader icon
  2. A PBFX file will be downloaded to your local machine if you have only 1 local tax application configured (that is, Lacerte or UltraTax). Select the PBFX file to open it.
    Open the downloaded file
  3. When the
    TaxCaddy Tax File Uploader
     window appears, let the DRL creation to resume.
    TaxCaddy Tax File Uploader window

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