This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy
Subject: Documents

Viewing clients' tax documents

Documents your client uploads are organized in clients' profiles under the Documents
page. Documents you upload as requests for your client to review or sign are also filed to a client's Documents
, then Uploaded Documents
page after a client signs or reviews the item.

TaxCaddy lets you view documents uploaded by you and your clients. By viewing documents you can review newly uploaded documents, check if they were digitally signed or reviewed by a client, and if the documents should be included/excluded in the binder.

Follow these steps to view a clients' Uploaded Documents
:

Sign in to TaxCaddy.

Select a client tile to view that client's profile.

Select the TAX YEAR
and TAX RETURN
dropdown menus to select the relevant tax year and tax return profile, if necessary.

Select Documents
, then select the Uploaded Documents
tab.

Select Documents, then Uploaded Documents

The client's tax documents are organized by category. Select a document to open it in the Document Viewer panel.

note

You will see a Unviewed

icon on a document tile when the taxpayer has uploaded a document that you've not yet viewed.

Users can review the size of an uploaded document using the checkbox next to the document tile. Select a document's checkbox and its size in MB
or KB
will appear.

Information about the uploaded document and the date/time at which it was uploaded will be displayed in the header.

You can select NEXT NEW DOCUMENT
to skip to the next new/unviewed document. The number in parentheses indicates the number of new documents.

The dropdown menu lets you switch between different documents. The red badge

indicates new documents that haven’t been viewed.

Requested items that have been signed or reviewed by the client are filed to the Uploaded Documents
tab under the Letters
category. Select a document row to view the Document Viewer panel.