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.
Create a document request list.