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Delete documents

Undo an action (delete, doesn't apply, already provided)

If you, another tax professional from your firm, or your client accidentally delete a document or indicate that a requested item doesn’t apply or was already provided, you can undo the action at any time.
note
Your client also has the ability to undo actions.
Follow these steps to undo an action.
  1. Sign in to TaxCaddy and go to a client profile by selecting a client tile on the
    Overview
     screen.
  2. Under
    Activity Feed
    , point to the action you want to undo, then select
    UNDO
    .
    tip
    If you need to undo an action that was not recent, select
    View Full History
     to see the complete history of actions on the account.
  3. TaxCaddy confirms the document or request was restored.
    You can also undo
    Doesn't Apply
     or
    Already Provided
     when you select the
    Menu
     icon on a
    Requested Item
    , then select
    Undo 'Does not Apply'
     or
    Undo 'Already Provided'
    .

This article applies to:

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

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