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Work with tax returns in TaxCaddy

Uploading a client's tax return

Once you have completed the client's tax return, you can upload the tax return to TaxCaddy. Your client can view and download the tax return directly from TaxCaddy.

Uploading a client's tax return

Follow these steps to upload your clients' tax return:
  1. Log in to TaxCaddy.
  2. On the
    Overview
     screen, select a client tile to view the client profile.
  3. Select
    Tax Returns
    .
    If you've created a 1041 tax return profile, select the correct profile from the
    TAX RETURN
     menu.
  4. Select
    Drag & drop here or select to search your PC
    .
  5. Select a PDF to upload.
  6. Select a
    Category
     and, if you want to upload it to a different tax year, select it from the
    TAX YEAR
    dropdown menu. If you have enabled 1041 tax return profiles on this account, select the correct
    Tax Return
     in addition to the
    Tax Year
     before selecting the
    Category
    .
  7. After the file uploads, select
    CLOSE
    .
  8. The document appears under the appropriate category.
  9. To view the return, select the return's tile.
  10. You can message your client using the message panel on the tax return screen.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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