Creating document requests

What is a document request?

A document request is a checklist of files you need from a specific client. Instead of emailing a list of requirements, you send a structured request. The client uploads each item directly to the corresponding slot. You see exactly what's been received and what's still missing.

Creating a request

From the Requests page:

1. Click New request

2. Select a client

3. Choose a template or build a custom checklist

4. (Optional) Set a due date

5. Click Create & get link

From the Client page:

Click the Request button next to a client in the list, or the New request button on the client detail page. The client will be pre-selected.

Using templates

Templates pre-fill your checklist with common documents for a given situation.

Canada templates include:

• T1 Personal Return (T4, T5, RRSP, medical, donations, and more)
• T1 Self-Employed / Business Income
• T2 Corporate Return
• HST/GST Return
• Rental Property (T776)
• T4 Payroll Preparation
• New Client Onboarding (T1013, ID, void cheque)
• New Client Onboarding (Business)

US templates include:

• 1040 Individual Return
• 1040 Schedule C (Self-Employed)
• 1120 Corporate Return
• 1120-S / 1065 Partnership Return
• Payroll / Form 941
• New Client Onboarding (US)

After selecting a template, you can add, remove, or edit any item before sending.

Reviewing uploaded documents

On the Request Detail page, you can:

• See each item's status (Waiting / Received / Approved / Resubmit)
• Approve an uploaded document (marks it as reviewed)
• Request resubmission — sends the client an email explaining what to resubmit and why

Due dates and reminders

When you set a due date, automated reminders go out:

• 3 days before the deadline
• 1 day before
• On the day it's overdue

You can also create a request without a due date for open-ended collection.

Duplicating a request

On the Request Detail page, click Re-use this request for next year to create a new request with the same checklist, pre-assigned to the same client. Update the title and due date, then send.