Batch requests are created using your client's profile data in Client Manager. You can use filters for Office, Business Unit, Return Group, and Client Responsible Staff (CRS) to define which clients are included in the batch.
To create requests in a batch, do the following:
If you are not already on a Requests page, click , and then select Requests..
Click Create Multiple in the upper right.
On the Client & Services page, provide information in each section to indicate which clients should receive the request.
What Service Are You Providing. The Service Type and Tax Year selections cannot be changed at this time. In future releases, additional service types and tax years will be available.
Select Clients - Client Information. Click into each box and select criteria to narrow the list of clients who will receive the request. You can use multiple filters at one time, but can only select one option per filter.
If needed, click Add another client filter to add CRS (client responsible staff) as an additional filter. If you do so, you must also select the client responsible staff position to use and the specific user in that position.
Click x next to a selected filter to remove that criteria.
Select Clients - Client's Prior Year Return Information. Select the person who signed the prior-year returns of the clients you are creating requests for. You can leave this blank for clients who do not have prior-year returns.
Click Next.
On the What to Send page, select the check box for each item you want to include in the request, and then set specific options for each request item.
Save Template. Your revised version will replace the existing version of the template.
Save as New Template. Your revised version becomes a new template. Enter a new template title and click Save.
Close the browser tab to return to your request.
Enter the date by which the client should return the signed letter.
Organizer. If there is a prior-year return for a client, it will be used by default to create the organizer.
If needed, select questionnaire templates and document request list templates that you would like clients to complete. You can select different options for clients with prior year returns and those without prior year returns.
Enter the deadline for the clients to complete the requests.
Click Next.
Review the list of recipients and make any needed changes. You can:
Exclude clients from the recipient list. By default, all listed recipients will receive the request. You can clear the check boxes for specific clients who should not receive the request. Alternatively, you can change the Select All toggle above the list to No, and then choose specific people who should receive requests.
Edit the request for a specific client. Click in the Actions column for the client, and then click Edit. See Create a single request for information about the editing options. Click Save when you are done making edits.
Click Send Now to immediately send the requests, or click Send Later to save the requests without sending them. If you choose the latter option, see Sending Requests at a Later Time when you are ready to send the request.