If spouse information exists for a taxpayer in Client Manager, by default, the request is sent to both the taxpayer and the spouse. You can add a spouse when you create a request. Spouse information you add is added to the client's profile in Client Manager.
You can also exclude the spouse from the invitation. Excluding a spouse does not affect the spouse information in Client Manager. To exclude a spouse from an invitation, clear the Invite Spouse check box when creating the request. If the spouse is incorrectly included in a request, you can revoke the spouse request after the request is sent.
To create a single request, do the following:
If you are not already on a Requests page, click , and then select Requests.
On the Requests dashboard page or any Requests status page, click, and then select Create Single.
Begin typing the client's name or ID. As you type, the system displays possible matches. When you see the client you need, select it.
If needed, select different email addresses for the client and, if applicable, the client's spouse. The email addresses that you can select from are in the client's profile in Client Manager.
If the taxpayer's spouse information displays in the Create Request pane, but the spouse should not be included in the request, clear the Invite Spouse check box.
Review the service type and tax year selections. At this time, these options cannot be changed. In future releases, additional service types and tax years will be available.
In the What Do You Need From Your Client Section, select the check boxes for each item you need your client to respond to, and then select options for each item.
Organizers can be created from a client's prior-year tax return or you can send a blank organizer. You cannot send a blank organizer to a client with a prior-year return.
Select the prior-year return version that the organizer should be based on or select No prior year return.
For clients with no prior year return, the client receives the standard blank organizer, plus the custom questionnaire and document list templates you select.
For clients with a prior year return, the questionnaire and document request list will supplement the information from the prior year return.
Enter the date by which the client should complete the organizer.