Taxpayer tips for providing electronic documents
To assist both TaxCaddy users and non-TaxCaddy users in following the guidelines for scanning and submitting, SurePrep has prepared taxpayer-facing information that outlines tips for providing electronic documents.
TaxCaddy users
Firms that have taxpayers using TaxCaddy should use this template, as it mentions the resources from within TaxCaddy as well as best practices for better document capture in the application.
Non-TaxCaddy users
Firms should use the template below for taxpayers not currently using TaxCaddy.
