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This article applies to:

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

Document Viewer (PDF Viewer)

The Document Viewer panel lets you view, annotate, review, and sign documents uploaded by you and your tax professional.
Document Viewer (PDF Viewer)
The header shows the document name, uploaded date, and the document uploader. You can select the link to go back to the previous page. The Fillable Form icon indicates that the current document has fillable form fields that can be filled out.
Labeled header for the document viewer
When viewing certain documents (uploaded documents, invoices, tax returns) you can use the dropdown menu to switch between different documents without going back to the previous screen.
Select a form from the dropdown

Side panel

The side panel helps you view a multi-page document by viewing bookmarks, thumbnails, and annotations placed on the document. You can also use the search feature to find keywords or phrases.
Thumbnail and Search icons in the document viewer
The footer lets you download documents and perform actions on the document (Sign, Review, Pay). You can also view the current document status next to the
Download
 button.
You may see the following icons on the footer:
Icons
Descriptions
Download icon
Downloads the document.
Move icon
Moves the document to another category.
Delete icon
Deletes the document.
Mark as paid icon
Marks invoice or tax payment voucher as paid.
Mark as refunded icon
Mark the invoice as refunded.
Added to binder icon
Indicates document has already been added to the binder.
Should be included icon
Indicates document should be included in SPbinder.
Should be excluded icon
Indicates document should be excluded from SPbinder.
The Document Viewer panel's footer varies based on the document's status and purpose.
Review document
Before:
Awaiting review
After:
Reviewed
Sign document 
Before:
Awaiting signature
After:
Signed
Invoice
Before:
Invoice due
After:
Invoice paid
Credit
TaxCaddy PDF Reader Powered by Foxit. Copyright (C) 2003-2021 by Foxit Software Incorporated.

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