Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Document requests

Customized Fillable Forms

You can let your clients complete custom fillable forms for each document request item supported by SurePrep. You can either create and send your clients a DRL (Document Request List) or manually request the document from the client profile. You and your clients will then have the option to either complete a fillable form or upload a document to address the requested document.
Follow these steps to enable Customized Fillable Forms:
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Document Request List
    .
  3. Select the
    Tax Year
    .
  4. Customized Fillable Form category options appear on the right column.
    Select
    Yes
     to enable the option to address the document request by completing a fillable form.
    Select
    No
     to turn off the option to address the document request by completing a fillable form.
    Point to the
    Information
     icon to learn more about the consolidated Itemized Deductions category.
Customized Fillable Forms Categories
List of Customized Fillable Forms you can set
OFF
/
ON
:
Categories
Supported tax application
Schedule C
Yes
Schedule E
Yes
Schedule F
Yes
Charitable Contributions
Yes
Non-Cash Contributions
Yes
1098s (Home Mortgage Interest)
(OFF by default)
Yes
Other Interest Expenses
Yes
Medical Expenses
Yes
Real Estate Taxes
Yes
DMV Fees and Taxes
Yes
Other Taxes
Yes
Foreign Bank and Financial Accounts
(OFF by default)
CCH Axcess Tax
ProSystem fx Tax (for tax years 2022 and earlier)
When completing a fillable form, certain tax year data may be auto-populated based on the tax application.
Refer to the following table to determine if TaxCaddy auto-populates Customized Fillable Forms for your tax application:
tax application
Auto-populates
GoSystem Tax RS
CCH Axcess Tax
ProSystem fx Tax (for tax years 2022 and earlier)
Current year and prior year data (except Foreign Bank Account).
Current year = Identifier/description fields
Prior year = amounts from last year
Other tax application (for example, UltraTax, Lacerte)
Doesn’t auto-populate prior year data.
Additionally, Customized Fillable Forms with the
Information
 icon will group each entity in that category into a single request as a consolidated itemized deduction (CCH Axcess Tax, ProSystem fx Tax for tax years 2022 and earlier, and GoSystem Tax RS).
If you selected
Yes
 and there is proforma data in the tax application, then clients will receive the Customized Fillable Forms after you create and send the DRL.
You can also manually request a document from the client profile. However, only categories that allow fillable forms will appear as fillable forms when you create a request.
You and your clients can then address the document request by completing the fillable form or uploading the relevant document.

This article applies to:

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

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