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Product: TaxCaddy

Download multiple documents at once

Follow these steps to download multiple documents at once.

Sign in to TaxCaddy.com and select Documents
.

Select Documents from the navigation bar

Select TAX YEAR
to select the relevant tax year.

Select a tax year from the TAX YEAR

If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the correct TAX RETURN
profile.

Select from the TAX RETURN menu

Select Uploaded Documents
to view documents previously uploaded to your selected tax return.

Select Uploaded Documents from the Documents tab

Select the checkbox next to the documents you want to download.

Select the checkbox for the document you would like to download

To select all documents in a category, select the checkbox at the top of that category.

Select a category checkbox to download all of its documents

To select all uploaded documents, mark the checkbox next to Select All
.

Select "Select All"

The total file size will be displayed. You can only download 1 GB of files at a time. If there is more than 1 GB of files in your account, you'll need to download in multiple selections. Select DOWNLOAD
to begin your download.

Select DOWNLOAD

The files are downloaded as a ZIP file.

Notification that your download will begin shortly

Related Content

View and download documents
Format:

Article

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