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This article applies to:

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

Document flags

An efficient way to keep track of documents is to mark them with a
Document Flag
. Flagging a client’s uploaded documents in TaxCaddy lets you indicate which documents to include or exclude when uploading documents to a binder.
The
Document Flag
 icon will appear on the document tile and the Document Viewer panel. When you are creating a new binder or adding documents to an existing binder, the
Document Flag
 icon can be used to indicate which documents you want to incorporate or leave out.
Follow these steps to learn more about the Document Flag feature:
  1. Sign in to TaxCaddy.
  2. 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 a client profile from Overview
  3. Select
    Documents
    , then select
    Upload Documents
    .
    Select Upload Documents
  4. On the document tile, select the
    Document Flag
     icon to indicate if the document needs to be included/excluded.
    Document flag on document tiles
    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.
  5. You can also switch the Document Flag from the Document Viewer panel.
    Select the document flag
  6. You'll see a notification after the Document Flag has been updated.
    Notification that the flag was updated successfully
  7. When creating a new binder or adding documents to an existing binder, select the
    Select TaxCaddy Documents
     button.
    Select the Select TaxCaddy Documents button
  8. On the
    Select TaxCaddy Documents
     window, you'll see all flagged and unflagged documents. You can select the checkbox to include the document in the binder. Conversely, you can clear the checkbox to exclude the document from being submitted to the binder.
    Select TaxCaddy Documents window
    note
    You will see a red badge next to the document name when a taxpayer uploads a new document that hasn’t been viewed by a tax professional.
    For convenience, documents marked with the
    Document Flag
     icon will be pre-selected by default.
    Select the checkbox
    note
    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.
    Selecting the checkbox to update the FLAGS and WARNINGS column
  9. Select the documents to include in the binder, then select the
    Add
     button.
    Select Add
  10. 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
    Documents that are incompatible (damaged, password-protected, encrypted, PDF portfolios) also can't be included in the binder.
  11. After documents are uploaded to a binder, the
    Document Flag
    icon changes to the
    Binder
    icon to indicate that the document has already been added to the binder.
    Binder document flag icon
    On the Document Viewer panel, the Document Flag will be removed and the
    ADDED TO BINDER
     badge will be added.
    ADDED TO BINDER badge on the document

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