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Work with uploaded documents in TaxCaddy
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This article applies to:

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

Delete documents

Unfulfilled
Signature
 requests,
Review
 requests, and documents in
Uploaded Documents
 can be deleted using the procedure described in this article. Completed
Upload
 requests are moved to the
Uploaded Documents
 tab (under the category the request was uploaded to) and must be deleted from there.
Follow these steps to delete documents from client profiles:
  1. Sign in to TaxCaddy, on the
    Overview
     screen select a client tile to view the client profile.
    Select a client profile from the Overview screen
  2. Select
    Documents
    , then select
    Requested Items
     or
    Uploaded Tax Documents
    .
    note
    You can't delete documents from
    Requested Items
     after the document has already been signed or reviewed. Completed
    Requested Items
     are moved to the
    Uploaded Documents
     tab (under the category the request was uploaded to) and can be deleted from there. If a document requires the signatures of both taxpayer and spouse and only one has signed it, both must sign it before it can be deleted. Alternatively, a taxpayer or spouse can remove the document from their document request list by viewing the requested document in the Document Viewer panel in TaxCaddy and select
    Decline
     instead of
    Sign & Accept
    .
    Select Documents, then select Requested Items or Uploaded Tax Documents
  3. Select the
    Menu
     Menu icon icon of a pending
    Sign
     or
    Review
     task, then select
    Delete
    .
    Select Delete
    You or your client can indicate that a pending
    Upload
     request
    Doesn't Apply
     when the requested documents can't be uploaded.
    Select Doesn't Apply
    You can also delete an uploaded document from the
    Document Viewer
     panel. Select
    DELETE
     to delete an uploaded document.
    Select DELETE
  4. The
    Confirm Delete
     window will appear. Select
    YES
     to delete the file. This change will also be reflected in the client profile.
    Confirm Delete window

Remove unwanted document requests

If you want to remove a
Document Upload Request
 from a client's
Requested Items
 section altogether, then their DRL can be reset in
Client Management
.
Select Reset DRL
After it has been reset, the client's DRL can then be created and edited using the
Edit DRL
 feature to update the list of documents you'd like to request from your client. Once this newly edited DRL has been tailored to meet your client's needs, it can now be sent.
note
Once a client's updated DRL has been resent to them after being edited, any completed document requests will remain with the
UPLOADED
 status in their
Requested Items
 tab.
Select Edit DRL

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