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Summary Panel
The Summary Panel shows you an overview of client information. The Summary Panel shows the taxpayer's name, ID, photo, the selected tax year, the number of unread messages from the client, number of requested items provided by the client, total number of documents uploaded to the client’s account, and the current status of the questionnaire.
Tax Year
Client Profile is organized according to each tax year. Tax Year is displayed on the left of the Summary Panel. Select the
TAX YEAR
dropdown and choose another year to switch the Client Profile to that tax year. 
note
Documents
, Messages
, Questionnaire
, Tax Returns
, etc. only appear in the tax year they were created in. Switching tax year allows you to view and upload documents for that specific tax year.Client Information
Taxpayer's name, phase, status, and photo appear next to the tax year. The client's photo will be replaced with their initials if they haven't uploaded a photo to their profile.
A client's account and tax return information can be viewed using the More Information feature next to their name. Select
More Information
to view the associated client's account information and information regarding the currently selected tax return.
You can select
Follow
to follow/add the client to your Overview
screen. If there are no access restrictions (i.e. 7216 restricted, office location, etc.) then you can follow a client without being an owner or an assigned member.
You can view a client's connection status on their client profile. This status will reflect the one displayed in
Client Management
(for example, Connected
, Not Invited
, or Not Enrolled
), saving the time it would take to locate it there.
Phase
Each phase below the taxpayer's name represents the current stage of tax preparation. You can also use Views on the
Overview
screen for an in-depth look.- Gather Tax Docs- Default starting phase.
- Provide Info- Triggers if any review, sign, or questionnaire requests are sent.
- Review and File- Triggers if a tax return is uploaded.
note
If a phase changes from
Review and File
to Provide Info
, it will remain as Provide Info
.- Gather Tax Docs
and Provide Info
both appear as Gather & Prepare
on the taxpayer side.Brief Overview
On the upper right side of the Summary Panel, there's a quick overview of the client's current status, including smart links, unread messages, requested items, documents uploaded, and questionnaires completed.
On a smaller screen, you can select the menu icon to expand or collapse the client's details.
Done Uploading and New Documents Uploaded
A 
will show when the client or their tax professional has indicated that they're done uploading all requested documents.
Done Uploading
icon will show when the client or their tax professional has indicated that they're done uploading all requested documents.The text will change to
NEW DOCUMENTS UPLOADED
if you've updated a client's status to New Documents Uploaded
from their profile, or if a new document is uploaded after the client has marked Done Uploading
.Smart Links
Connected Smart Link
shows the number of financial institutions the client has connected with Smart Links.
A broken 
will show if a Smart Link isn't properly linked.
Smart Links
icon will show if a Smart Link isn't properly linked.note
You might see 2 numbers after the broken icon. The number displayed on the left indicates how many smart links are broken out of the total. For example, 3 of 4 indicates one smart link is broken and the other 3 are successfully connected.
Unread Messages
Shows the number of unread messages sent to you by the client
Requested Items
Shows the number of requested documents that have been uploaded by the client out of the total requested.
Documents Uploaded
Shows the total number of documents that have been uploaded.
Questionnaire Completed
Shows the client's progress in completing the questionnaire.
Offline & Duplicate Client
OFFLINE ACCOUNT
will show on the upper left corner if the Client Profile belongs to an offline client.
Similarly,
DUPLICATE
will show on the upper left corner if the Client Profile belongs to a duplicate client.
More Actions
On the upper right corner, you can select
MORE ACTIONS
to manage your client's Smart Links, assign members, and 7216 Consent settings.
Action | Description |
|---|---|
Manage Smart Links | TaxCaddy can automatically retrieve your client's tax documents from their respective financial institutions and service providers. You can select Manage Smart Links to view, add, and manage your client's Smart Links. |
Member Engagement Team | Allows you to assign additional members to clients while restricting access to client profiles to only those team members assigned to the client. |
7216 Consent | Allows you to set 7216 Consent if the client has given consent. 7216 Consent option is only available if your firm has enabled 7216 restrictions. |
Add Form 1041 | Allows you to create a separate 1041 tax return profile. You and your client can upload 1041 trust documents. You can then create 1041 binders directly from TaxCaddy. |
Edit Existing 1041 | Allows you to edit an existing 1041 tax return profile details (for example, Trust name, tax software information). This option appears if you have an existing 1041 tax return profile. |
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