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Upload files to client's Uploaded Documents

Manage
Done Uploading
 status for the client

The
Done Uploading
 status lets your clients indicate when they feel they’ve completed the document upload process, letting you confidently proceed to the next steps of their filing process.
A client's profile also lets you manage your client's
Done Uploading
 status. You can indicate whether they've completed uploading documents for the current tax year, or revert their
Done Uploading
 status to
Not Done Uploading
 if they indicated otherwise in error.
Your clients can use
Done Uploading
 once per tax year to alert you when they are done uploading. Reverting the status lets taxpayers reuse
Done Uploading
 again when they are ready to update you.

Updating a client's uploading status

When a client has completed their document upload process for the relevant tax year, or if their
Done Uploading
 status in TaxCaddy is incorrect, you can update this status from their profile to reflect their document upload status correctly.
Follow these steps to update a client's Done Uploading status:
  1. Sign in to TaxCaddy.
  2. Select a client tile from the
    Overview
     screen.Select a client profile from Overview.
  3. On the navigation bar, select
    MORE ACTIONS
    , then
    Manage 'Done Uploading'
    .
    Select Manage Done Uploading from the MORE ACTIONS menu.
  4. The
    Manage Done Uploading
     window will appear with 3 options you can update a client's status to:
    Status name
    Description
    Not Done Uploading
    This indicates that the client needs to upload additional documents.
    Your clients can only use
    Done Uploading
     once per tax year. Changing the status to
    Not Done Uploading
     lets your clients use
    Done Uploading
     again after they upload the remaining documents.
    Done Uploading
    This indicates that the client has completed uploading their tax documents.
    Your clients can use the
    Done Uploading
     feature to alert you that they are done uploading or you can update their client profile on their behalf.
    note
    Clients will still be able to upload additional documents irrespective of the
    Done Uploading
     status.
    New Documents Uploaded
    Update a client's status to
    New Documents Uploaded
     to indicate that a client's tax professional has uploaded additional documents to their account. Do this after indicating that they are done uploading documents.
    Manage Done Uploading window.
  5. If you are updating a client's status to
    Not Done Uploading
    , select the
    Notify the taxpayer of this change
     checkbox to notify your client that you've updated their document upload status.
    note
    You will only be able to select the
    Notify the taxpayer of this change
     checkbox when updating a client's status from either
    Done Uploading
     or
    New Documents
    . Otherwise, this checkbox will be grayed out.
    Greyed out checkbox.
  6. Any updates you make to a client's uploading status will be recorded in the
    Activity Feed
     and you will see a toast notification indicating the change.
    Updated status in Activity Feed and success notification.
    note
    An update to a client's Done Uploading status will be included in their summary email.

Viewing a client's upload status

You can view a client's current Done Uploading status from either the
Overview
 screen, or within the client's profile itself. In the client profile, the
DONE UPLOADING
 and
NEW DOCUMENTS UPLOADED
 statuses will be added to a client's summary panel to reflect the current status of the account.
DONE UPLOADING tile in the Summary Panel.
From the
Overview
 screen, client's with either the
Done Uploading
 or
New Documents Uploaded
 status will be noted with
Done Uploading
.
note
On the
Overview
 screen, the
Done Uploading
 status can help you quickly filter and view which of your clients have finished uploading their documents.
Done Uploading column on Overview.

Done Uploading
 doesn't appear in these scenarios

Done Uploading
 doesn't appear if the:
Reason
Description
The client already used
Done Uploading
.
Your clients can only use
Done Uploading
 once per tax year. Changing the status to
Not Done Uploading
 lets your clients use
Done Uploading
 again after they upload the remaining documents. Select here to learn more about updating a client's uploading status
The client is looking at the current calendar year instead of the tax year.
This happens only when a new tax year is released and it still matches the current calendar year.
Client hasn't uploaded any documents.
Your client needs to have at least 1 document uploaded to their client profile to see
Done Uploading
.

This article applies to:

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

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