Work with intake document checklist

Once you’ve sent a checklist, you can monitor the client’s 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.

Don’t have a checklist yet? Learn how to create and send it.

Edit a document checklist

You can edit a checklist both before and after it is sent to the client—whether you need to add missing items, remove something that’s no longer relevant, or update the description for clarity. You can do it:

• From client profile
• From the Organizers section (for sent checklists only)

From client’s profile

You can access the checklist from the client’s profile. Go to the Docs > Documents > Checklist. Here you can make all necessary changes; they will be saved automatically. Also, you can click Go to checklist to review uploaded documents.

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 Edit checklist.

4. Make changes you need; they will be saved automatically.

Delete a 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.

Track checklist status

Monitor checklist visibility and completion progress to ensure clients stay on track.

Monitor checklist visibility

When editing a checklist, view its current status at the top of the sidebar. The label shows either Visible for client or Not visible for client, indicating whether the client can access the checklist in their portal.

Track completion progress

Get a quick overview of who’s on track and who might need a reminder:

• From the Organizers section: The Checklist column shows how many documents each client has uploaded. Hover over the document count to see which items are still missing. To view only organizers with checklists, apply the checklist filter.

• From the client’s account profile: Track individual progress in the Organizers and Docs sections.

Request missing documents (Beta)

When you discover that the client hasn’t uploaded all the required documents or needs additional items, you can quickly request them:

• From the checklist
• From the New client request

From the checklist

1. Find the checklist you want to request missing documents for.

2. Open the checklist in editor from the Organizers or from the Clients > Accounts > Docs or Organizers subsections.

3. Add new items if needed.

4. Click Request missing documents.

5. TaxDome automatically creates a new client request with:

   a) the pre-filled account name

   b) the title “Upload missing docs”

   c) the list of all incomplete checklist items as upload fields

6. Check everything and click Send.

From the client request

1. Create the client request via the New button or from the client’s account.

2. Click Add from checklist button. Missing items will automatically be added to the request.

3. Check everything and click Send.

Client view

Clients will see the request in their To-do list and in the Requests section. They can upload the document or select a missing reason.

Track requests

When clients upload documents through the request, files are automatically mapped to the corresponding checklist items. You’ll receive an Inbox+ notification when the request is completed.

All the client’s requests are stored in the Requests section of the client account. Inside the missing document request, there is a label Checklist item. Hover over it and click the Go to checklist link to jump directly to the connected checklist.

Fill out the document checklist for the client

If you would like to upload documents and fill out the checklist for the client—for example, when you receive documents via email, during an in-person meeting, or when handling items on their behalf—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 the three dots and choose Change answers.

4. Go to the Document checklist page.

5. Click Browse files to upload documents or Choose from uploads if the documents are already uploaded.

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.

Send documents from the checklist to Juno

Once clients upload their tax documents through the checklist, you can send them directly to Juno for automated data extraction and processing. This eliminates manual data entry into your tax software.

To send documents to Juno:

1. Go to Clients > Accounts > Docs > Documents > Checklist.

2. Click Send to Juno at the top right.

3. Choose the taxpayer contact.

4. Select the documents you want to send and click Send documents.

Documents must meet Juno’s requirements (supported file types and under 50 MB). If a document fails validation, you’ll see a note explaining the issue.

Track the status in the Juno column—you’ll see when documents are sending, processing, or delivered.

Filter clients and organizers by checklist status

You can filter accounts and organizers by checklist status to track the clients’ progress, 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 .