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  • Product: TaxCaddy

Change the default tax year

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You can change the default tax year in your settings. If no documents or returns have been uploaded for the new default tax year, you won't see any documents or returns by default. However, documents and returns uploaded for previous tax years won't be removed, and you can still see them by changing the tax year from the menu.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to change the default tax year when using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com. Select the
    User Menu
    , then select
    Settings
    .
    Select Settings
  2. On the
    Settings
     tab, select
    Default Tax Year
    .
    Select SETTINGS then Default Tax Year
  3. Under
    Default Tax Year
    , select the year you'd like to make your default.
    Select a default tax year from the TAX YEAR menu
  4. On the confirmation window, select
    Yes
    .
    Select YES to confirm the selected default tax year
iOS mobile app
  1. Select
    More
     on the navigation tab bar, then select
    Settings
    .
    Select More then Settings
  2. Select
    Default Tax Year
    .
    Select Default Tax Year
  3. Select the year you would like to make your default tax year.
    Select a Default tax year from those listed
  4. Read the information then select
    OK
    .
    Confirm the selected default tax year
Android mobile app
  1. Select the
    Menu
    icon.
    Select the Android Menu icon
  2. Select
    Settings
    .
    Select Settings
  3. Select
    Default Tax Year
    .
    Select Default Tax Year
  4. Select the year you would like to make your default tax year, and then select
    OK
    .
    Select a default tax year
  5. Read the information and select
    OK
    .
    Confirm the selected default tax year

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