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Work with uploaded documents in TaxCaddy

Move documents to another category or tax year

To keep documents organized, you can move and organize uploaded documents under your preferred category and/or tax year. This can be useful if you or the client erroneously uploaded documents under the wrong tax year or category. Moving the document to the proper category/tax year can also help address any pending DRL items.

Move documents from the document menu

Follow these steps to move a document to another category, subcategory, or tax year on a client profile.
  1. Sign in to TaxCaddy.
  2. Select on a client tile to view that client's profile.
  3. Select
    Documents
    , then select the
    Uploaded Documents
     tab.
  4. On the document tile, select the
    Menu
     icon, then select
    Move To
    .
  5. On the
    Move Document
     window, select the
    TAX YEAR
     and
    Category
     that you'd like to move the selected document to.
    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
    .
  6. Select the subcategory or create a new one, then select
    Done
    .

Move documents from the Document Viewer panel

Follow these steps to move documents from the
Documents Viewer
 panel:
  1. Under the
    Uploaded Documents
     tab, select on the document name to view it in the
    Document Viewer
    .
  2. On the Document Viewer panel, select
    MOVE TO
    .
  3. Follows the same steps as earlier. When the
    Uploaded Documents
     window appears, select a
    Category
     and
    Tax Year
     for the document.
    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
    .
  4. You can also select or create a subcategory for the document. To create a subcategory, select
    Add New
    . Once you have selected a subcategory, select
    Done
    .

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Documents

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