Form RQ-02 · Document Requests
Adding items to a request.
The document items you add to a request define exactly what your client needs to upload. How you name and describe them directly affects how quickly — and accurately — your client responds. This guide covers best practices for building a clear, complete document list.
Item names: be specific
The item name is the first thing your client reads. Vague names create confusion and follow-up questions. Specific names eliminate both.
| Instead of this | Write this |
|---|---|
| ID | Government-issued photo ID (passport or driver's license) |
| Bank statement | Bank statement — most recent 3 months |
| Pay stub | Pay stub — most recent (within last 30 days) |
| Tax return | 2024 federal tax return — all pages including schedules |
Descriptions
Use the description field when the item name alone might not be enough. Descriptions appear in smaller text below the item name on the client's upload portal. Good uses for descriptions:
- Clarify acceptable formats ("PDF preferred; photo of physical document is fine")
- Explain date ranges ("Statement must show transactions from the past 90 days")
- Add instructions ("If you're self-employed, include both your personal and business returns")
Required vs Optional
Every item is marked either Required or Optional. This label shows as a badge on your client's upload portal. Required items are listed first and show a red badge. Optional items show a grey badge and are listed below the required set. Use Optional for items that apply to some clients but not all — for example, a business return that only applies to self-employed clients.
Reordering items
Drag items up and down to reorder them before sending. The order you set here is the order your client sees them on the upload portal. Put the most important or time-sensitive items first.
Adding items after sending
You can add new items to a request that's already been sent. Added items appear on your client's portal immediately and trigger an email notification telling them you've updated the request. You cannot remove required items once a client has already uploaded a document to that slot — you can only mark it Optional or delete an empty slot.