Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Send a Document Request List (DRL) to clients

View Document Request List

You can customize the list of predefined categories list that appears by default when a client uploads or moves a document. You can also add custom categories as needed. Additionally, you can enable the option to send clients Customized Fillable Forms when sending a DRL. Clients can use the
Complete Form
 feature to fill out the fillable forms (for example, Schedule C, E, F, and more).
Follow these steps to customize the Document Request List:
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    DOCUMENT REQUEST LIST
    .
    note
    Only users with Administrative permissions have access to the
    Document Request List
    .
  3. Select the
    TAX YEAR
    .
  4. Predefined categories names appear on the left column. The middle column lets you show or hide each category under the most popular tab when moving or uploading a document.
    note
    Selecting to show/hide predefined categories will only reflect changes on the default
    Show Popular
     tab. Your clients can select the
    Show All
     tab to view all predefined categories.
  5. On the right column, select
    Yes
     to send clients Customized Fillable Forms when sending a DRL or through a document upload request in Client Profile. Clients can use the
    Complete Form
     feature to complete the fillable forms (for example, Schedule C, E, and F. See full list).
    note
    Customized Fillable Forms are only sent to the clients if the tax application has proforma data for the selected category.
  6. User-added categories appear after the predefined categories.
    You will now see your custom categories when uploading documents.
    You will also see your custom categories when moving documents.

This article applies to:

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

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close