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This article applies to:

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

Move documents to another category or tax year

To keep documents organized, you can move and organize uploaded documents under your preferred category and/or tax year. This can be useful if you or the client erroneously uploaded documents under the wrong tax year or category. Moving the document to the proper category/tax year can also help address any pending DRL items.

Move documents from the document menu

Follow these steps to move a document to another category, subcategory, or tax year on a client profile.
note
To Sign
 and
To Review
 requested items are automatically filed under the
Letters
 category after the client reviews or signs the document.
  1. Sign in to TaxCaddy.
  2. Select on a client tile to view that client's profile.
    Select a client profile from the Overview screen
  3. Select
    Documents
    , then select the
    Uploaded Documents
     tab.
    Select the Uploaded Documents tab
  4. On the document tile, select the
    Menu
     Menu icon icon, then select
    Move To
    .
    Select the Menu icon
  5. On the
    Move Document
     window, select the
    TAX YEAR
     and
    Category
     that you'd like to move the selected document to.
    note
    You can select
    Show All
     to view all categories. You can also search for a category using the search input field.
    Move Document window
    If you have enabled 1041 tax return profiles on this account, select the correct
    Tax Return
     in addition to the
    Tax Year
     before selecting the
    Category
    .
    Select a tax return if necessary
    note
    Some categories only apply to 1040 tax return types and won’t appear when moving a 1041 specific document and vice versa.
  6. Select the subcategory or create a new one, then select
    Done
    .
    Select a subcategory

Move documents from the Document Viewer panel

Follow these steps to move documents from the
Documents Viewer
 panel:
  1. Under the
    Uploaded Documents
     tab, select the document name to view it in the
    Document Viewer
    .
    Select an uploaded document tile
  2. On the Document Viewer panel, select
    MOVE TO
    .
    Select MOVE TO
  3. Follows the same steps as earlier. When the
    Uploaded Documents
     window appears, select a
    Category
     and
    Tax Year
     for the document.
    Select a tax year and category
    If you have enabled 1041 tax return profiles on this account, select the correct
    Tax Return
     in addition to the
    Tax Year
     before selecting the
    Category
    .
    Select a tax return if necessary
  4. You can also select or create a subcategory for the document. To create a subcategory, select
    Add New
    . Once you have selected a subcategory, select
    Done
    .
    Select a subcategory

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