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View requested items

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When your tax professional needs you to upload, review, or sign a document, their request appears on the
Requested Items
 tab on the
Documents
 screen in sections corresponding to the required action.
  • To Review
    : These items need to be read and marked as reviewed.
  • To Sign
    : These items need to be digitally signed. You may be required to validate your identity.
  • Documents Requested
    : These items are documents that your tax professional is requesting you upload.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view your requested items using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com.
  2. On the
    Task List
     panel (left panel), select a request to
    Sign
    ,
    Review
    , or upload a
    Document Request
     to that year's requested items.
    Requested items on the task list
    If your tax professional has created a 1041 tax return profile and you'd like to view requests for a specific profile, you can select the correct tax return profile from the
    SWITCH TAX RETURN
     menu.
    Select SWITCH TAX RETURN
  3. Sign
    ,
    Review
    , and
    Upload
     requests will open in the
    Overview
     screen's document viewer window.
    Selected signature request open in the task list
    note
    The
    Pin
     icon appears next to the request you are currently viewing.
  4. Alternatively, you can select the
    Documents
     tab to view your requests.
    Select Documents
    Requested Items
     will appear under
    To Review
    ,
    To Sign
    , and
    Documents Requested
    .
    Request categories in the Requested Items tab
    Select the tax year to view requests uploaded for that tax year.
    Select a tax year
    If a requested item is fillable, the document tile will show the
    Fillable Form
     icon.
    Request tile with the Fillable Form icon
    If the
    Fillable Form
     icon appears under
    Documents Requested
    , you can complete the form to fulfill that document request.
    Complete the fillable form
If the document uploaded by your tax professional is password-protected, you'll need to enter the password. Contact your tax professional if you don’t have the password.
Enter the password in the provided field
iOS mobile app
Follow these steps to view your requested items using the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. In the task list, select a request to sign, review, or upload a document to go to that year's requested items.
    Requested items appearing on your task list
  3. Alternatively, you can select the
    Documents
     icon.
    Select Documents from the navigation bar
  4. You'll see the
    Tax Documents
     screen with the
    Requested
     tab selected by default.
    Select the Requested tab
    Your requested items appear under
    To Review
    ,
    To Sign
    , and
    To Upload
    .
    Request categories appearing on the Tax Documents screen
  5. Select a different year to view documents for a particular tax year.
    Select a tax year
  6. To see if your document is a fillable form, select the
    Menu
     icon to open the Document menu.
    Select the request menu
    The document menu displays the document name, uploaded date, uploaded by, and the document size.
    Information for the requested item
    If a requested item is fillable, the document tile will show the
    Fillable Form
     icon.
    Fillable Form icon in the request information
  7. You can select a requested item (
    To Review
    ,
    To Sign
    ) to view it in the PDF viewer.
    Review and Sign request categories
    If the document uploaded by your tax professional is password-protected, you'll need to enter the password. Contact your tax professional if you don’t have the password.
Android mobile app
Follow these steps to view your requested items using the Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. In the task list, select a request to sign, review, or upload a document to go to that year's requested items.
    Requested items appearing in the task list
  3. You'll see the
    Documents
     screen with the
    Requested
     tab selected by default.
    Select Requested tab
    Your requested items appear under
    To Review
    ,
    To Sign
    , and
    To Upload
    .
    Request categories in the Documents screen
  4. To view document details, select the
    Menu
     icon to open the document menu.
    The bottom menu displays the document name, uploaded date, uploaded by, and the document size.
    Information for the selected request
    If a requested item is fillable, the document tile will show the
    Fillable Form
     icon
    Fillable form icon in request information
    If the document uploaded by your tax professional is password-protected, you'll need to enter the password. Contact your tax professional if you don’t have the password.

This article applies to:

  • PRODUCT: TaxCaddy

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