Sending a Document Request List (DRL) lets you automate the task of requesting documents from your clients based on client's previous tax return information (for example, proforma information) in the tax software.

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.

screen, you can also auto-generate a document request list (DRL) for a client by using the proforma data in the tax application. Notes Your client's spouse can sign the documents using your client's TaxCaddy account.

TaxCaddy uses proforma data from your tax software to automatically generate a custom Document Request List (DRL) for each client. For new clients, TaxCaddy can extract the proforma data it needs from a prior-year return PDF .

Jan 19, 2025 · The client will need to answer the question to access the DRL. Enter the Document Name and Description. These are free-form fields that allow you to enter your own text. Click Add Documents for every additional document you wish to include with the request.

Feb 21, 2024 · A well-prepared document request list is essential for a smooth and successful audit process. In this blog, we will explore the importance of a document request list in internal audits and guide how to create an effective one.

Mar 15, 2024 · Document Request List - Free download as PDF File (.pdf), Text File (.txt) or read online for free. Sample DRL on PhilGEPS

A Document Request List (DRL) is a way for auditors to keep track of your organization's provided evidence items and how they satisfy (or don't fully satisfy) your specified controls. Auditors use this sheet to communicate any requests to help complete a successful audit.

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.

CreateDRL: Use this method to create a custom Document Request List (DRL) for your TaxCaddy clients. CreateDRL creates a list of documents that you can request from each client based on proforma data found in the tax software.