Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Get started with TaxCaddy for staff and admin

Create letters templates from scratch

Templates are useful for sending the same request item to multiple clients rather than uploading them individually to each Client Profile.
For example, if you need multiple clients to sign the Terms of Agreement form or review instructions, you can create and send the template to all clients simultaneously. Once the letter template has been sent, clients can review or sign the document based on the template settings.
To create a letter template, you can upload an existing PDF document or create one from scratch in TaxCaddy.

Create letter templates

Follow these steps to create letter templates.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Templates
    .
  3. Ensure the correct year is selected next to
    Other Templates
    .
  4. Next to
    Letters
    , select the
    New
    icon and then select
    Create Your Own
    .
  5. Type a name for the new template and select
    OK
    .
  6. The new letter is added to the list and opens in the editor.
  7. From the
    Client To
     menu, select either
    Review
    ,
    Sign
    , or
    Sign E-file Authorization
    .
    • Review
      : The client marks the document as reviewed using the
      Mark Reviewed
       button.
    • Sign
      : The client marks the document as signed using the
      Sign & Accept
       button and enters their first name as signature capture.
    • Sign E-file Authorization
      : The client marks the document as signed using the
      Sign & Accept
       feature, enters their first name as signature capture, and then provides information to confirm their identity using knowledge-based authentication (if the
      Require KBA
       checkbox is selected).
  8. For documents that require a signature, select whose signature is required from the
    Sign By
     dropdown menu.
  9. For
    Sign E-File Authorizations
    , select the
    Require KBA
     checkbox to indicate whether or not a client must undergo KBA (knowledge-based authentication) to fulfill this request.
  10. Edit the template using the template toolbar.
  11. To use
    Mail Merge
    , place the cursor where you want to include a mail merge field, select
    Mail Merge
    , then select a merge field.
  12. To preview the template, including mail merge data, select
    Preview
    .
  13. When you're done editing the template, select
    Save
    . The template is ready to be sent to clients via the
    Client Management
     screen.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close