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Create a binder using client's TaxCaddy documents
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This article applies to:

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

Add documents to existing binders in TaxCaddy

If a binder is connected to a client profile, then you can add documents to an existing binder using TaxCaddy. You can also link a FileRoom binder to a TaxCaddy client profile then upload clients' documents to the binder using the
Add Documents
 feature.
You can also add documents to TaxCaddy binders from SPbinder and FileRoom.
note
  • Documents within the
    Schedule K-1
     category will always be moved to the end of the list.
  • You can't add additional documents to a binder while the binder is still in verification (
    SP Processing
     status). Once the binder is no longer in verification, you will be able to add additional documents from the
    Documents
     tab.You can add documents in any status if you are using GoSystem Tax RS or CCH Axcess Tax.
Follow these steps to add documents to an existing binder using TaxCaddy:
  1. Sign in to TaxCaddy.
  2. Select on a client tile to view that client's profile.
    Select a client profile from Overview
  3. Select
    Documents
    , then select the
    Uploaded Documents
     tab.
    Select the Uploaded Documents tab
  4. Icons on the document tiles indicate which documents have already been added to the binder and which documents to include or exclude from the binder. You can select the
    Document Flag
    Document Flag icon icon to track which documents to include or exclude. However, changing a Document Flag to include/exclude in the binder doesn’t automatically upload the document to the binder.
    Icons
    Description
    Added to binder
     Added to binder icon
    Document has already been added to the binder.
    Include in binder
     Include in binder icon
    Document should be included in the SPbinder.
    Exclude from binder
     Exclude from binder icon
    Document should be excluded from SPbinder.
    Cannot include in binder
     Cannot include in binder icon
    Document can't be included in the binder.
    Document flags in the client profile
  5. Select
    ADD DOCUMENTS
    .
    Select ADD DOCUMENTS
    note
    The
    ADD DOCUMENTS
     button only appears if you have already created a binder.
  6. Your browser downloads a PBFx file. Select the file to open the SurePrep submission screen.
    Downloaded PBFX file
    Add Document
     window will open.
    Add Document window
  7. When the
    Add Document
     window appears, select the
    Select TaxCaddy Documents
     button under
    Select Source Documents
    .
    Select the Select TaxCaddy Documents button
    You may receive a notification on the
    Add Documents
     window if your previous documents are still in processing or require attention to continue. You can continue adding new documents, however, if an action is required, your new documents will only begin processing after you complete the requested action (that is, export existing data to tax software).
    Warning that the submitted documents are still awaiting export
  8. On the
    Select TaxCaddy Documents
     window, select the checkbox to include the document in the binder. You can also clear the checkbox to exclude the document from being submitted to the binder.
    Select TaxCaddy Documents window
    For convenience, documents marked with the
    Document Flag
     Document Flag icon icon will be pre-selected by default.
    note
    • You will see a red badge Red badge icon next to the document name when a taxpayer uploads a new document that hasn’t been viewed by a tax professional.
    • Document Flags don’t prevent you from including or excluding documents from the binder. However, you will see a warning message as a reminder if you included a document that was meant to be excluded. Conversely, you will see a warning when you clear a checkbox for a document that was meant to be included.
    Document flags in the FLAGS column
    Documents that have already been added to the binder can't be added again. To view already submitted documents, select the
    Show already submitted documents
     checkbox.
    Select the Show already submitted documents checkbox
    note
    Excel files with hidden sheets are not supported. Delete the hidden sheets from the Excel files before uploading the files, make the hidden sheets visible before uploading the files, or don’t upload those files.
    Documents that can't be added to the binder will have the
    CANNOT INCLUDE IN BINDER
     text in the
    FLAGS
     column.
    CANNOT INCLUDE IN BINDER text in the FLAGS column
  9. Select the
    Add
    button to continue.
    Select Add 
    note
    You can add documents to the binder by uploading additional documents from TaxCaddy, FileRoom, or SPbinder.
  10. The selected client's documents are imported from TaxCaddy.
    note
    Documents within the category
    Schedule K-1s
     will always be moved to the end of the list of documents.
    Imported selected documents
  11. (UltraTax CS only)
     You may skip this step if you are not using UltraTax CS. If you are using UltraTax CS binder without Leadsheets, you must search for the
    UltraTax CS Tax File
     path to successfully add new documents.
    Select UltraTax CS return section
    Under the
    Enter Client Details
     section, locate the
    Client ID
     field. This Client ID will be used to search for
    UltraTax CS Tax File
     path. To search for a
    UltraTax CS Tax File
     path, select
    Search
    .
    Search for a UltraTax CS Tax File path
    When the
    Search UltraTax CS file
     window appears, enter the UltraTax CS Client ID, then select
    Search
    .
    Search UltraTax CS file window
    Once Client ID is located, the
    UltraTax CS Tax File
     path will auto-populate with the correct path.
    UltraTax CS Tax File path
  12. (Lacerte Only)
     Skip this step if you are not using Lacerte. If you are using a Lacerte binder without Leadsheets, you must search for the
    Lacerte Tax File
     path to successfully add new documents.
    LACERTE TAX FILE path
    Under the
    Enter Client Details
     section, locate the
    Client ID
     field. This Client ID will be used to search for
    Lacerte Tax File
     path. To search for a
    Lacerte Tax File
     path, select
    Browse
    .
    Select BROWSE
    When the
    Search Lacerte tax files
     window appears, select the Lacerte file with the same
    Client ID
    , then select
    Open
    .
    File Explorer
    note
    To successfully access the client, you must install the Lacerte Driver.
    If you have the Lacerte Driver installed, you may see the
    Access Confirmation
     window minimized in the background. Maximize the
    Access Confirmation
     window then select
    Grant
    .
    Access Confirmation window
    On the
    Sign in
     window, enter your Lacerte sign-in credentials, then select
    Sign In
    .
    note
    You'll need to enter your Lacerte sign-in credentials again when your sign-in session expires in 24 hours.
    Lacerte Tax File
     path will auto-populate with the correct path.
    Select Lacerte return section
  13. Ensure that all information is correct, then select
    SUBMIT
    .
    Select SUBMIT
note
The uploaded Tax Questionnaire document checkbox won’t be available and can't be sent to OCR.

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