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  • Product: TaxCaddy

Move documents to other categories, tax years, or tax return types

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Moving documents lets you assign documents to their respective categories if they were uploaded without a category or erroneously uploaded to the wrong category. For example, if a W-2 is incorrectly uploaded as a 1099-MISC then you can move the document to make the correction.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to recategorize a document using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com.
  2. Select
    Documents
    .
    Select Documents from the navigation bar
  3. Skip this step if the
    TAX RETURN
     menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select a
    TAX RETURN
     profile to narrow down the document list.
    Select from the TAX RETURN menu
  4. Select
    Uploaded Documents
     to view documents previously uploaded to your selected tax return.
    Select Uploaded Documents from the Documents tab
  5. Select the
    Menu
    icon.
    Select the document menu
  6. Select
    Move To
    .
    Select Move To
  7. Select the
    Tax Year
     and
    Tax Return
     if applicable. Select a
    Category
     from the list or, alternatively, select
    Show All
     and then enter a category name into the
    search box
    .
    Move Document window to specify where you will move the document
    note
    Some categories only apply to 1040 tax return types and won’t appear when moving a 1041 specific document and vice versa.
  8. To use an existing subcategory for the document, select a subcategory. To add a new subcategory, select
    Add New
    .
    Select an existing category or select Add New
  9. If you're creating a new subcategory, enter a new subcategory name and select the checkmark to save the new subcategory.
    Search for an existing category or select Add New
  10. Select the
    subcategory
     and select
    Done
    .
    Select Done after selecting a category and subcategory
  11. You will see a confirmation message after the document is moved.
iOS mobile app
Follow these steps to recategorize a document using the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app then select
    Documents
     on the tab bar.
    Select Documents from the navigation bar
  2. Select a year to view documents for a particular tax year.
    Select tax year from the menu
  3. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the
    Tax Return
     dropdown to select the tax return profile.
    Select from the Tax Return dropdown
  4. Select
    Uploaded
     to see your uploaded documents.
    Select Uploaded
  5. Your documents are displayed under their categories. Select the
    Menu
     icon next to the document you want to move.
    Select the document menu
  6. Select
    Move Document
    .
    Select Move Document
  7. Select the year to move the document to another tax year.
    Select the Tax Year to move the document to a new one
    If your tax professional has enabled 1041 tax return profiles on your account, select the correct
    Tax Return
     in addition to the
    Tax Year
     before selecting the
    Category
    .
    Select from the Tax Return menu
    note
    Some categories only apply to 1040 tax return types and won’t appear when moving a 1041 specific document and vice versa.
  8. Select a category from the list or select
    All.
     You can also enter a category name in the search field.
    Select a category to move the document to
  9. Select a subcategory or select the
    Add New
     icon to add a new category.
    Select a subcategory for your document
    If you selected to add a new category, enter the new category name then select
    Next
    .
    Enter the new subcategory name then select Next
  10. You'll see the tax year, category, and subcategory on this screen.
    The document's destination will appear
  11. Select
    Move
    .
    Select MOVE
Android mobile app
Follow these steps to recategorize a document using the Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select the
    Menu
     icon.
    Select the Android Menu icon
  3. Select
    Tax Documents
    .
    Select Tax Documents
  4. To view documents for a particular tax year, select the
    Tax Year
     icon.
    Select the tax year icon
  5. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the
    Tax Return
     dropdown to select the tax return profile.
    Select a tax return from the TAX RETURN dropdown
  6. Select
    Uploaded
     to see your uploaded documents.
    Select the UPLOADED tab
  7. Select the
    Menu
     icon next to the document you want to move.
    Select the document menu
  8. Select
    Move Document
    .
    Select Move Document
  9. To move the document to another tax year, select the tax year.
    Select the tax year
    If your tax professional has enabled 1041 tax return profiles on your account, select the correct
    Tax Return
     in addition to the
    Tax Year
     before selecting the
    Category
    .
    Tax year and tax return for the document
    note
    Some categories only apply to 1040 tax return types and won’t appear when moving a 1041 specific document and vice versa.
  10. Select a category from the list or select
    ALL
    . You can also enter a category name in the search field.
    Select an existing category
  11. Select a subcategory or the
    Add New
     icon to add a new category.
    Select an existing subcategory or add a new one
    If you selected to add a new category, enter the new category name and select
    Next
    .
    Enter the new subcategory name
  12. You'll see the tax year, category, and subcategory on this screen.
    Review the tax year, category, and subcategory for the destination of the document
  13. Select
    SUBMIT
    .
    Select SUBMIT to move the document

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