TaxAdvantage supports multiple Request Lists or Engagements within a single client or parent company. This can be helpful segregating and managing distinct request lists within a calendar year. For example:
Creating separate request lists for each entity within a parent company or private equity fund.
Creating an ad hoc request list related to an mid-year client acquisition or onboarding a first year client that you do not want to be rolled forward.
Breaking out separate request lists for each quarterly tax provision.
Create a New Request List
Need to set up a new request list? Click on the '+' icon in the top of the left side panel underneath Request Lists. Give your request list a name and click Create.
Requests can then be created manually or imported via Excel. TaxAdvantage supports an Excel template that can be downloaded and used to automatically generate your request list. TaxAdvantage also allows you to import a Suralink request list (make sure to save the export as a XLSX file - by default it downloads as a .xls 97-2003 worksheet).
Edit, Publish, Archive, Rollforward & Delete Request Lists
Click on the options to the right of the request list name to access the following options:
Edit: edit the request list name and/or mark the request list as private
Rollforward: copy the request list for the following year. This is only available for Active request lists.
Publish: the request list starts in a Draft state and is not visible to client users until they are publish. Publishing a request list will trigger a client email notification.
Archive: lock down and archived request list in read-only mode. Files can still be accessed and downloaded. Request lists can be reactivated.
Delete: delete the entire request list. Note that when a request list is deleted, all of the requests are deleted too. This cannot be undone.
