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Work with tax returns in TaxCaddy

Auto-populate Tax Summary (All tax software)

The
Tax Summary
 panel in TaxCaddy gives you and your clients a high-level overview of a client's tax return without having to go through individual tax returns in a client's profile. There are 3 ways of adding a tax summary to your client's profile:
  • Type the Tax Summary manually
  • Fetch Tax Summary (CCH Axcess Tax & GoSystem Tax RS only)
  • Auto-populate Tax Summary by uploading a client's tax return(All tax software).
In this article, we'll show you how to auto-populate the
Tax Summary
 information by uploading a client's tax return.

Auto-populate Tax Summary

In the Reviewer Dashboard, the Deliverables checklist can scan and auto-populate the tax summary details into your client's TaxCaddy account upon delivery. As a key benefit, you won't need to manually enter the information on the
Tax Summary
 panel in TaxCaddy. In contrast to the Fetch Tax Summary feature, this feature is available for all tax software and included as part of delivery.
To auto-populate the
Tax Summary
 panel in TaxCaddy, upload your client's tax return using the
Split Deliverables
 feature.
After you send the deliverables (tax returns, tax payments, e-file authorizations) to your client's TaxCaddy account, you and your client will be able to see an overview of your client's tax summary details on the
Tax Summary
 panel. 
note
  • Tax summary will populate for all tax software supported by SurePrep.
  • For OCR to scan the tax return, use the
    Split Deliverables
     feature when uploading the tax return in the Reviewer Dashboard.
  • Your client's TaxCaddy account must have the Tax Client ID added.
  • SurePrep calculates the Effective Tax Rate using the following formula: Effective Tax Rate = (Total Tax ÷ Taxable Income) * 100.

Client's experience

Your clients will also benefit from having a high-level overview of their tax returns.

Requirements

Settings
  • On the
    Deliverables
     checklist, tax returns must be uploaded using the
    Split Deliverables
     feature.
  • The client's TaxCaddy account must have the
    Tax Client ID
     on record on the
    Client Management
     page.
Binder Type
  • 1040
Tax Software
  • CCH Axcess Tax
  • ProSystem fx Tax (for tax years 2022 and earlier)
  • GoSystem Tax RS
  • UltraTax
  • Lacerte
Tax Year
2021 onwards
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you won’t be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy

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