View Document Request List

You can customize the list of predefined categories list that appears by default when a client uploads or moves a document. You can also add custom categories as needed. Additionally, you can enable the option to send clients Customized Fillable Forms when sending a DRL. Clients can use the
Complete Form
feature to fill out the fillable forms (for example, Schedule C, E, F, and more).
Follow these steps to customize the Document Request List:
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    DOCUMENT REQUEST LIST
    .
  3. Select the
    TAX YEAR
    .
  4. Predefined categories names appear on the left column. The middle column lets you show or hide each category under the most popular tab when moving or uploading a document.
  5. On the right column, select
    Yes
    to send clients Customized Fillable Forms when sending a DRL or through a document upload request in Client Profile. Clients can use the
    Complete Form
    feature to complete the fillable forms (for example, Schedule C, E, and F. See full list).
  6. User-added categories appear after the predefined categories.
    You will now see your custom categories when uploading documents.
    You will also see your custom categories when moving 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