Work with intake document checklist (Beta)

Document checklists help you track which required documents clients have uploaded through their organizers. Once you’ve created a checklist and attached it to an organizer, you can monitor client progress, make edits as needed, and even upload documents on behalf of clients. This guide covers everything you need to know about viewing, editing, filling out, and managing document checklists in TaxDome.

View all checklists

In the general Organizers section, a table shows all organizers with checklists attached. The Checklist column reflects each client’s progress—how many of the required documents have been uploaded. If you hover over the document count in the checklist, you can see which ones are still missing.

In the Organizers and Overview sections of the client’s account, you can track an individual client’s progress.

In the Clients > Accounts section, the Checklist column of the table shows if the checklist was created for the account.

Edit a Document checklist

You can edit a checklist both before and after the organizer is sent. You can do it:

• From the Accounts section
• From the Organizers section (for sent checklists only)

From Accounts

There are two ways to edit the organizer from the Accounts section:

• From Clients > Accounts > Overview section. You can click Edit and make necessary changes. They will be saved automatically.

• From Clients > Accounts > Docs > Documents section. Click the Checklist button and make all necessary changes. They will be saved automatically.

From Organizers

In the Organizers section, only sent organizers with checklists are listed. To edit them:

1. Go to the Organizers section or Clients > Accounts > Organizers.

2. Select the organizer with the checklist you want to edit and click on the checklist progress.

3. Click three dots and choose Change answers.

4. Click Edit checklist.

5. After all changes are made, click Confirm.

Add items to an empty checklist

If you accidentally sent organizers with empty checklists, you can find them in the Organizers section or in the Organizers tab of the client’s account. Click Add items in the Checklist column to add the necessary items.

You can use the Filter by checklist to identify checklists with missing items and quickly locate organizers that need attention.

Fill out the document checklist

If you would like to upload documents and fill out the checklist for the client, you can do it this way:

1. Go to the Organizers section or Clients > Accounts > Organizers.

2. Select the organizer with the checklist you want to edit and click on the checklist progress.

3. Click three dots and choose Change answers.

4. Go to the Document checklist page.

5. Upload files.

6. Then match the files in the table using a dropdown. For convenience, documents are organized by category.

If a client uploaded documents via Organizer, but didn’t match them in the document checklist, those files will automatically appear in the checklist too and you can match them manually.

You can also fill in the checklist from Clients > Accounts > Docs > Documents > Checklist section.

Learn more about working with answers in organizers in the dedicated article .

Filter accounts and organizers by checklist status

You can filter accounts and organizers by checklist status to quickly identify and fix missing or empty checklists. This is especially useful when sending organizers through pipelines—filter accounts before sending to ensure proper setup, and filter organizers after sending to spot any problems.

To filter by checklist status:

1. Go to Clients > Accounts or Organizers from the left menu bar.

2. Click Filter.

3. Select Checklist, then:

   • For Accounts choose the filter option:

     • Not created: Checklist is missing or empty (no items added).
     • Created: Checklist exists and contains at least one item.

   • For Organizers apply the logical operator is or is not and choose the filter option:

     • With items: Checklist exists and contains at least one item.
     • Empty: Checklist exists but has no items.
     • Not attached: No checklist attached to the organizer.

You can combine the checklist filter with other filters and save them as presets for quick access later. Learn more about one-click filters in the dedicated article .

Delete a document checklist

You cannot delete the document checklist separately, but you can archive and delete organizers with the checklist.

If you don’t want your client to receive the checklist, remove all the items from the inside while editing the checklist . To do this, click the Clear all button.