Managing Document Request Lists

Client Collaboration provides a standard blank organizer that you can send to clients who do not have prior-year returns. This organizer template is visible in the Document Request List section of the Library and marked with the icon. Like other system-provided templates in Client Collaboration, this organizer cannot be edited or deleted.

You can also create custom document request lists for clients who do not have a prior year return, or supplement the request list items that are added automatically based on the rolled forward return. Instructions for managing your custom document lists are included below.

Note: The items you can view in the Library and the tasks you can perform there are determined by the Client Collaboration Library permissions set for you by the CCH Axcess administrator.

Create a document request list.

1. Click and select Library.
2. Click Document Request List.
3. Select Actions > New Template.
4. Enter a title for the request list.
5. In the blank text box, enter the name or description of an item that you want to include in the request list.
6. To add more items to the request list, click New Item at the bottom of the template box, and then repeat the previous step.

7. Continue adding items as needed. You can add up to a maximum of 30 list items to a single template.

   Tip: You can rearrange the request list items by clicking and dragging them in the template box. Click on the far right of an item to remove it from the request list.

8. Click Save. Your request item is added to the Tax Prep: 1040 folder in the navigation pane.

Edit a document request list.

1. Click and select Library.
2. Click Document Request List.
3. Click Tax Prep: 1040 in the navigation pane to display the list of request lists.
4. Click the template in the navigation pane.
5. Right-click the template in the navigation pane and click Edit or click Actions > Edit Template.
6. Make any necessary edits to the template. You can:
   • Add a new item. Click New Item at the bottom of the main pane, and then enter the description in the text box that is added to the list.
   • Rearrange the order of items. Drag an item to a new location by clicking and dragging the item to its new location.
   • Edit specific items. Click into the text for an item and make the needed changes.
   • Delete items. Click on the far right of the item. The item is deleted immediately and cannot be recovered.
7. Click Actions > Save Template.

Rename a document request list.

1. Click and select Library.
2. Click Document Request List.
3. Click Tax Prep: 1040 in the navigation pane to display the list of request lists.
4. Click the template in the navigation pane.
5. Click next to the template name in the main pane.
6. Edit the template name.
7. Click.

Delete a document request list.

1. Click and select Library.
2. Click Document Request List.
3. Click Tax Prep: 1040 in the navigation pane to display the list of request lists.
4. Right-click the template in the navigation pane and select Delete, or select the template and click Actions > Delete Template.
5. Click Yes.