Undo an action (delete, doesn't apply, already provided)

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If you accidentally deleted an uploaded document or indicated that a requested item doesn’t apply or was already provided, you can undo the action at any time.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to undo an action when using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com.
  2. You can undo an action from the
    Activity Feed
    . To view the
    Activity Feed
    , go to any of the following screens:
    • Documents
    • Messages
    • Tax Returns
    • Tax Payments
    • Invoices
    TaxCaddy navigation bar
  3. In the
    Activity Feed
    panel, select the action you want to undo, then
    Undo This
    .
    tip
    If you need to undo an action that was not recent, select
    View Full History
    to see the complete history of actions on your account.
    Select UNDO
    note
    Once deleted,
    Undo This
    can only restore
    Uploaded Documents
    . You can't restore deleted Tax Returns or Tax Payments.
  4. TaxCaddy confirms the document or request was restored.
    Successfully undone activity
iOS mobile app
Follow these steps to undo actions using Latest Activity on the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select
    More
    on the navigation tab, then
    Activity Feed
    .
    Select Activity Feed
  3. The full activity page is displayed. Locate the action you want to undo and select
    Undo
    .
    Select UNDO
  4. You'll see a message indicating that the action was reversed.
    Activity Feed
  5. The Latest Activity will now include the undone action.
    Undone action logged in the Activity Feed
Android mobile app
Follow these steps to undo actions using Latest Activity on 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
    Activity Feed
    .
    Select Activity Feed
  4. The full activity page is displayed. Find the action you want to undo and select
    Undo
    .
    Select UNDO

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