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TaxCaddy 1040 and 1041 tax return profiles feature comparison
TaxCaddy helps streamline your workflow when filing 1040 and 1041 tax return types. However, some features are supported when managing a 1040 tax return profile, but not yet for 1041 tax returns.
Feature | Does 1040 support this? | Does 1041 support this? |
|---|---|---|
Moving documents | Yes | Yes |
Creating binders | Yes | Yes |
Linking binders | Yes | Yes |
Sending signature requests * | Yes | * |
Uploading documents | Yes | Yes |
Uploading tax returns | Yes | Yes |
Single Sign-On ‡ | Yes | Yes |
Exporting clients from Overview | Yes | Yes |
Moving tax returns | Yes | No |
Activity Feed | Yes | No |
Invoices , Tax Payments , Messages , Questionnaire found in the navigation bar | Yes | No |
Manage member engagement team | Yes | No |
Smart Links | Yes | No |
Document flags | Yes | No |
Summary Panel | Yes | No |
Transferring uploaded documents | Yes | No |
Downloading tax returns | Yes | No |
Moving tax returns | Yes | No |
Tax Summary panel | Yes | No |
SafeSend integration | Yes | No |
Offline clients | Yes | No |
Creating/Sending DRL | Yes | No |
E-file Authorization | Yes | No |
Issuing requests within client profile | Yes | No |
*
This feature is coming soon to the 1041 tax return client profile!‡
Configuring these settings for a 1040 tax return profile will update these settings for your client's 1041 tax return profile as well. This article applies to:
- Product: SurePrep
- Sub Product: TaxCaddy
- Subject: Clients