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Downloading returns from client profiles

Follow these steps to download a client's tax return.

Log in to TaxCaddy.

On the Overview
screen, select a client tile to view the client profile.

Select Tax Returns
.

If you've created a 1041 tax return profile, select the correct profile from the TAX RETURN
menu.

Select the Menu
Menu icon

icon on the tax return you want to download.

Select Download
.

note

Downloads initiated from the document menu automatically include annotations placed on the document by you and/or your client.

Alternatively, select a tax return tile without selecting the menu button to first view the return.

On the return screen, select DOWNLOAD
.