This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy

Create a tax return category

Your firm has the ability to add additional tax return categories on the

Tax Returns

screen in client profiles. Once new categories are added, firm users can upload tax return documents into that category. For example, you can add categories for local tax jurisdiction or an additional information section where your firm users can upload supplementary information related to the tax return.

Follow these steps to create a new tax return category.

Select Administrative
, then select TAX RETURNS
.