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 left side panel underneath Request Lists. Give you request list a name and click Create.
Edit & Delete Request Lists
To edit or delete a request list, click on the pencil icon below the request list names.
Edit: click on the pencil icon to edit the request list name
Delete: click on the trash can icon. Note that when a request list is deleted, all of the requests are deleted too. This cannot be undone