Creating a Submission

A submission represents one document collection engagement — for example, a Personal Tax Return for tax year 2024/25.

To create a submission:

1. Open the client's detail page
2. Click Add submission
3. Enter a name (e.g. "Personal Tax Return · 2024/25")
4. Select the country (UK or US)
5. Select the return type — ReqVault pre-populates the document checklist based on this
6. Optionally override the link expiry for this submission
7. Optionally expand Edit Document Checklist to customise what's requested
8. Leave Send the upload link to the client now ticked (default)
9. Click Add submission

The client receives an email with the magic link immediately (unless you unticked the send option).

Default checklists. Each return type comes with a standard checklist:

• UK Personal Tax Return: P60, Self-Assessment Login, P45 (optional), P11D (optional), Bank Statements, Dividend Certificates, and more
• UK Company Tax Return: Annual Accounts, Corporation Tax Workings, Fixed Asset Register, and more
• UK VAT Return / Payroll: Format-specific defaults
• US equivalents: W-2, 1099 Forms, Bank Statements, and more

You can customise any item — change Required to Optional, add a custom requirement, or remove an item entirely.