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Certain types of documents requested by your tax professional can be fulfilled by completing a fillable form. Once the form has been completed, it will be moved to the uploaded documents tab.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to resolve a Document Request by completing a fillable form:
  1. Sign in to TaxCaddy.com.
  2. On the
    Overview
     screen, you will see a
    Task List
     on the left, with your
    Upload
     requests listed as
    [Tax Year] Document Requests
    .
    Select Document Requests from the task list
  3. Select
    [Tax Year] Document Requests
     to open a list of your document requests next to your
    Task List
    .
    Select Document Requests from the task list
    By default, both pending and previously fulfilled requests will be displayed. However, you can use the dropdown to display only
    Open Requests
    .
    Select Open Requests
  4. Under
    Documents Requested
    , the
    Fillable Form
     badge indicates that a fillable form is attached to this document request. You can either fill out the form or upload the requested document. To continue, select the
    MORE OPTIONS
     menu on the document tile.
    Select MORE OPTIONS for the pending request
  5. If the requested document is a fillable form, you will see
    Complete Form
     as an option on the document tile. Select
    Complete Form
    .
    Select Complete Form
    If you decide to
    Upload
     a document rather than complete the form, you will be alerted that this will replace the attached fillable PDF and any data you've provided to it.Click
    CONTINUE
     to upload your document, or select
    COMPLETE FORM
     to fill out the PDF your tax professional has provided.
    Document Upload Confirmation window
  6. Fill out the form in the Document Viewer panel.
    note
    Document data is auto saved as you enter it. You can return back and continue from where you left off.
    Fillable fields in the document viewer
    note
    Some fields will ask for current year records while displaying your prior tax year information for reference. When you see information auto-filled to the prior year column, remember to leave that information as is and only address the current year records.
    Auto-populated fillable field
  7. Once you have completed the form, select
    SUBMIT
     to upload the form.
    Select SUBMIT
  8. In the
    Submit Documents
     window, select the checkbox then select
    Submit
    . Once the document is submitted, it can no longer be modified.
    Confirm submission of the form
  9. The
    Completed Upload
     icon will appear next to the associated document request.
    Completed fillable form
    You can also view the completed document in the
    Uploaded Documents
     tab.
    Filled form in the Uploaded Documents
iOS mobile app
Follow these steps to resolve a Document Request by completing a fillable form on your iOS mobile phone app:
  1. Sign in to the TaxCaddy mobile app and select
    [Tax Year] Document Requests
     to go to your pending document requests.
    Select Document Requests
  2. Your document requests will appear under
    [Tax Year] Document Requests
    .
    Document Requests listed
  3. Go to the fillable form (denoted by the
    FILLABLE FORM
     badge) that you would like to complete. Select this document request tile.
    Select a fillable field
  4. Select
    Complete Form
     from the fulfillment options listed.
    Select Complete Form
  5. Fill the form in the Document Viewer.
    note
    Some fields will ask for current year records while displaying your prior tax year information for reference. When you see information auto-filled to the prior year column, remember to leave that information as is and only address the current year records.
    Auto-populated fillable field
    Fillable fields in the document viewer
  6. Once you have completed the form, tap
    Submit
     to upload the form.
    Select SUBMIT
  7. In the window, select
    Agree & Submit
    . Once you submit the document, it can no longer be modified.
    Select AGREE & SUBMIT
  8. The document will appear on the
    UPLOADED
     tab. The document menu will show
    Form Completed
    .
    FORM COMPLETED badge on a completed form
Android mobile app
Follow these steps to resolve a Document Request by completing a fillable form on your Android mobile phone app:
  1. Sign in to the TaxCaddy mobile app and select
    [Tax Year] Document Requests
     to go to your pending document requests.
    Select the Document Request task
  2. Your document requests will appear after
    [Tax Year] Document Requests
    .
    Listed Document Requests
  3. Go to the fillable form (denoted by the
    FILLABLE FORM
     badge) that you would like to complete. Select this document request tile.
    Select a Fillable Form
  4. Select
    Complete Form
     from the fulfillment options listed.
    Select Complete Form
  5. Fill the form in the Document Viewer.
    note
    Some fields will ask for current year records while displaying your prior tax year information for reference. When you see information auto-filled to the prior year column, remember to leave that information as is and only address the current year records.
    Fillable fields in the document viewer
  6. Once you have completed the form, select
    SUBMIT
     to upload the form.
    Select SUBMIT
  7. In the window, select
    Agree & Submit
    . Once you submit the document, it can no longer be modified.
    Select AGREE & SUBMIT
  8. The request will now be fulfilled and will display the
    FORM COMPLETED
     badge when selected from your list of document requests.
    FORM COMPLETED badge on a completed form
note
To redo the fillable form (for requested documents), delete the document from the
Uploaded Documents
 tab. However, after the uploaded form has been deleted, it will be restored to its original state in your
Document Requests
. All entered data will be deleted. Only the fillable forms available for uploading requested document will be restored (for example, documents completed through the
Complete Form
 feature). Fillable Forms for review/sign documents won’t be restored if they are deleted.

This article applies to:

  • Product: TaxCaddy

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