In this video
Clear requests make intake easier. Open Documents & Forms within a job, preview the form you plan to use, and prepare document requests that tell the client exactly what to send. The example includes a statement request with a specific year and an all-pages instruction.
What you’ll learn
- Attach a tax form and preview the customer view.
- Prepare an individual or grouped document request.
- Write clear instructions and read Pending statuses.
Put it to work
Name the document, the period it should cover and any completeness requirements. Review the selection and instructions before sending the request.
About this walkthrough. The example request is not sent. Existing Pending items are shown to explain how outstanding requests appear.