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Delete documents

Indicate a requested item doesn't apply, was already provided, or was prepared by your firm

You and your client can fulfill a client's document request by marking the document as doesn't apply (not applicable), has already been provided, or is being prepared by your firm. Requested documents marked as
Doesn't Apply
/
Already Provided
/
Firm Preparing
 will be appropriately denoted in the client's documents request list.
Follow these steps to indicate that a requested document doesn't apply (not applicable), has already been provided, or is being prepared by your firm:
  1. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client and select the client tile from the result.
    Select the client profile from the Overview screen.
  2. Select
    Documents
    , then select
    Requested Items
    .
    Select Documents, then Requested Items.
  3. On the document tile, select the
    Menu
     Menu icon icon.
    Select the menu icon for a document request
  4. On the document menu, select
    Already Provided
    ,
    Doesn't Apply
    , or
    Firm Preparing
    • Doesn't Apply
      : This requested item does not apply to you
    • Already Provided
      : This requested item was provided to your tax professional elsewhere
    • Firm Preparing
      : Your tax professional will be preparing this request on your behalf
      Select from the available actions once you've selected the menu icon.
  5. You selection will be reflected in the resulting badge in the
    Status
    column.
    FIRM PREPARING badge appearing in the Status column.

This article applies to:

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

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