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Remember to inform your tax professional when you are done uploading documents for the selected tax year. After completing all of your pending tasks, your account's
Task List
 progress won’t reach 100% until you've notified your tax professional you are done uploading tax documents for this tax year.
Once completed, an email will be sent to your tax professional informing them that you have uploaded all of your requested documents.
note
After indicating that you're done uploading once, the
Done Uploading
 button will no longer be available. If your tax professional decides that you're not finished uploading tax documents and reverts your status to incomplete, the button will be available to select again once you’ve uploaded any additional documents.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to inform your Tax Professional that you are done uploading documents for this Tax Year:
  1. Sign in to TaxCaddy.com.
  2. On the
    Overview
     screen, you will see a
    Task List
    , with your
    Upload
     requests listed as
    [Tax Year] Document Requests
    .
    Your progress in completing all of your
    Upload
     tasks will be denoted with the
    Progress
     icon. Once you've completed all your document requests, you will see the
    Bell
     icon appear.
    Select Document Requests from the task list
  3. Once you've addressed all of your document requests, select
    [Tax Year] Document Requests
     to open the
    Done Uploading
     screen next to your
    Task List
    .
    Completed document uploads in the task list
    If you haven’t yet completed all of your document requests, but still want to notify your tax professional that you are done uploading, select
    [Tax Year] Document Requests
    , then select
    I'M DONE UPLOADING
     to view the
    Done Uploading
     screen.
    Select I'M DONE UPLOADING
    note
    You need at least 1 document uploaded to your profile to be able to use the
    I'M DONE UPLOADING
     feature, otherwise you will see the following error notification:
    You cannot use this feature until you have fulfilled a document request.
    Done Uploading error
  4. Once you've completed all your requests, select
    NOTIFY MY TAX PROFESSIONAL
     to notify your tax professional (via email) that you have uploaded all your requested documents. If you don’t see this screen, skip to the next step.
    Select NOTIFY MY TAX PROFESSIONAL
  5. You will see the following screen only if you still have pending document requests. Select
    CONTINUE
     to address the remaining documents before sending your tax professional the done uploading notification.
    Select CONTINUE
  6. To continue, address any pending items listed in the
    Document Requests
     list. You can address each item individually or all at once.
    To address each item individually, use
    Select
    .
    To address all items at once with the same option, use
    Select All
     at the beginning of the list.
    Select the Select dropdown to indicate how you'd like to address pending requests
  7. Select the option that addresses your pending document request:
    • Doesn't Apply
      : Indicates within the
      Document Requests
       that this request doesn’t apply.
    • Will Provide Later
      : Keeps the selected document in the
      Document Request
       section.
    • Already Provided
      : Marks the document as already provided.
    Select your option to address pending document requests
  8. Select
    NOTIFY MY TAX PROFESSIONAL
     to inform your tax professional that you have finished uploading documents. Once you select
    NOTIFY MY TAX PROFESSIONAL
    , it can't be undone on your end. However, you can still upload additional documents at any time. Your tax professional will receive an email notification if you upload additional documents.
    note
    Once you select
    NOTIFY MY TAX PROFESSIONAL
    , an email notification will be sent to your tax professional, and you will no longer be able to use the
    I'M DONE UPLOADING
     feature unless your tax professional alters your status themself.
    Select NOTIFY MY TAX PROFESSIONAL
  9. You will see a success message appear once the done uploading notification has been sent to your tax professional.
    Notification that your tax professional has been notified
  10. You may also see the
    Done Uploading
     window appear automatically when a tax professional or a spouse uploaded one or more last remaining requested items before your current TaxCaddy session.
    • Select
      DON'T ASK ME AGAIN
       if you don’t want to receive further reminders about notifying your tax professional.
    • Select
      NOTIFY MY TAX PROFESSIONAL
       to notify your tax professional (via email) that you have uploaded all of your requested documents.
    Select NOTIFY MY TAX PROFESSIONAL
  11. Alternatively, you can use the
    DONE UPLOADING
     feature found in the
    Documents
     tab to notify your tax professional that you are done uploading documents for the selected tax year.
    Select DONE UPLOADING from the Documents
iOS mobile app
Follow these steps to inform your tax professional that you are done uploading documents on the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Document requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen.
    Document Requests tile on the task list
  3. Once a list of your requests appears, select
    [Tax Year] Document Requests
     to go to a list of your pending document requests.
    Select I'm Done Uploading
    note
    Select
    I'm Done Uploading
     to inform your tax professional that you are done uploading all tax documents. You will not be able to use the
    I'm Done Uploading
     feature if you haven't yet uploaded a document for the selected tax year. If you try using this feature before uploading a document, you will see an error message indicating so.
    Done Uploading error notification
  4. You'll see a screen asking you to confirm your choice to be done uploading. This sends an email notification to your tax professional. Select
    CONTINUE
     if you'd like to proceed.
    Select CONTINUE
  5. If you have any remaining document requests, they will appear on the
    Done Uploading
     screen. You can either keep the remaining requested documents or remove them. Select the
    Arrow
     icon to review your options with this request:
    • Doesn't Apply
      : This request doesn’t apply to you. This will remove it from your pending requests.
    • Will Provide Later
      : Keeps the selected document in the document request list.
    • Already Provided
      : You've already fulfilled this request. This will remove it from your pending requests.
    Select how you would like to address the specific request
    If you'd like to mark all of documents the same, open the
    Select All
     dropdown then make your selection.
    Select how you would like to address all pending requests
  6. Once you've made your selections for all listed requests, select
    NOTIFY MY TAX PROFESSIONAL
     to send an email notification informing your tax professional that you are done uploading all requested documents. Once selected, it can't be undone. However, you can still upload additional documents at any time.
    note
    The
    Done Uploading
     feature can only be used once per tax year. Once you select
    Yes, let my Tax Pro know
    , the
    Done Uploading
     button will no longer be available on the
    Documents
     screen.
    Select NOTIFY MY TAX PROFESSIONAL
  7. If you have no remaining document request,
    Done Uploading
     panel will appear automatically on the
    Documents
     screen once you complete uploading the final requested item:
    • Select
      Don't ask me again
       to dismiss the window permanently.
    • Select
      No, ask me later
       to dismiss the window for this session.
    • Select
      Yes, notify Tax Pro
       to notify your tax professional. An email notification will be sent to your tax professional.
    Once you select
    Yes, notify Tax Pro
    , it can't be undone. However, you can still upload additional documents at any time.
    note
    The
    Done Uploading
     feature can only be used once per tax year. Once you select
    Yes, notify Tax Pro
    , the
    Done Uploading
     button will no longer be available.
    Select how you would like to notify your tax professional
    You will also see a notification icon appear next to the
    Documents
     icon if the
    Done Uploading
     window is pending.
    Badge on Documents on the navigation bar
Android mobile app
Follow these steps to inform your tax professional that you are done uploading documents on the Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Document requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen.
    Select the Document Request task
    Select
    [Tax Year] Document Requests
     to go to a list of your pending document requests.
  3. Once a list of your requests appears, select
    I'm Done Uploading
     to inform your tax professional that you are done uploading all tax documents.
    Select I'm Done Uploading
    note
    You will not be able to use the
    I'm Done Uploading
     feature if you haven't yet uploaded a document for the selected tax year. If you try using this feature before uploading a document, you will see an error message indicating so.
    Done Uploading error notification
  4. You'll see a screen asking you to confirm your choice to be done uploading. This sends an email notification to your tax professional. Select
    CONTINUE
     if you'd like to proceed.
    Select CONTINUE
  5. If you have any remaining document requests, they will appear on the
    Done Uploading
     screen. You can either keep the remaining requested documents or remove them.
    Select the
    Arrow
     icon to review your options with this request:
    • Doesn't Apply
      : This request doesn’t apply to you. This will remove it from your pending requests.
    • Will Provide Later
      : Keeps the selected document in the document request list.
    • Already Provided
      : You've already fulfilled this request. This will remove it from your pending requests.
    Select how you would like to address this specific pending request
    If you'd like to mark all of the documents the same, open the
    Select All
     dropdown then make your selection:
    • Doesn't Apply
      : This request doesn’t apply to you. This will remove it from your pending requests.
    • Will Provide Later
      : Keeps the selected document in the document request list.
    • Already Provided
      : You've already fulfilled this request. This will remove it from your pending requests.
    Select how you would like to address all pending requests
  6. Once you've made your selections for all of the listed requests, select
    NOTIFY MY TAX PROFESSIONAL
     to send an email notification informing your tax professional that you are done uploading all requested documents. Once selected, it can't be undone. However, you can still upload additional documents at any time.
    note
    The
    Done Uploading
     feature can only be used once per tax year. Once you select
    NOTIFY MY TAX PROFESSIONAL
    , the
    Done Uploading
     button will no longer be available.
    Select NOTIFY MY TAX PROFESSIONAL
  7. If you have no remaining document requests, the
    Done Uploading
     panel will appear automatically on the
    Documents
     screen once you complete uploading the final requested item:
    • Select
      Don't ask me again
       to dismiss the window permanently.
    • Select
      No, ask me later
       to dismiss the window for this session.
    • Select
      Yes, notify Tax Pro
       to notify your Tax Professional. An email notification will be sent to your Tax Professional.
    Once you select
    Yes, notify Tax Pro
    , it can't be undone. However, you can still upload additional documents at any time.
    note
    The
    Done Uploading
     feature can only be used once per tax year. Once you select
    Yes, notify Tax Pro
    , the
    Done Uploading
     button will no longer be available.
    Select how you would like to notify your tax professional
note
The
Done Uploading
 button does not appear under the following conditions:
  • You have already used the Done Uploading feature once for the current tax year.
  • You have no documents uploaded to the current tax year.
  • You are currently not connected to a tax professional.
  • You are looking at the current calendar year instead of the tax year.

This article applies to:

  • PRODUCT: TaxCaddy

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