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View requested items

Indicate a requested item doesn't apply, was already provided, or was prepared by your firm

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Document requests sent by your tax professional can be supplied by uploading the requested items. However, if the document is no longer applicable, already provided, or if it will be handled by your tax professional, then you can use one of the following options to fulfill your tax professional's request:
  • Doesn't Apply
    : This requested item doesn’t apply to you
  • Already Provided
    : This requested item was provided to your tax professional elsewhere
  • Firm Preparing
    : Your tax professional will be preparing this request on your behalf
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to indicate a requested document doesn't apply, was already provided, or will be handled by your tax professional using TaxCaddy.com on your PC, Mac, or tablet.
  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
    .
    Document Requests tile on the task list
  3. Select
    [Tax Year] Document Requests
     to open a list of your document requests next to your
    Task List
    .
    Select the Document Requests task
    By default, both pending and previously fulfilled requests will be displayed. However, you can select the dropdown to display only
    Open Requests
    .
    Select from the REQUESTS dropdown
  4. Select the
    MORE OPTIONS
     menu to view all fulfillment options for this request, then select
    Doesn't Apply
    ,
    Already Provided
    , or
    Firm Preparing
    .
    • Doesn't Apply
      : This requested item doesn’t apply to you
    • Already Provided
      : This requested item was provided to your tax professional elsewhere
    • Firm Preparing
      : Your tax professional will be preparing this request on your behalf
    Select an action from the MORE OPTIONS menu
  5. Depending on your choice, the
    Doesn't Apply
    ,
    Already Provided
    , or
    Firm Preparing
     icon will appear next to the associated document request.
    Diagram of each request status
  6. If you want to restore the document request, reopen the
    MORE OPTIONS
     menu, then select
    Undo Doesn't Apply
    ,
    Already Provided
    , or
    Firm Preparing
    .
    Select Undo to undo an action
iOS mobile app
Follow these steps to indicate a Requested Item doesn't apply or has already been uploaded while using the TaxCaddy iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app and select
    [Tax Year] Document Requests
     to go to your pending document requests.
    Document Requests tile on the task list
  2. Your document requests will appear under
    [Tax Year] Document Requests
    . Select the request that doesn’t apply or that was already provided.
    List of document requests
  3. Select either
    Doesn't Apply
     or
    Already Provided
    . TaxCaddy displays a confirmation. Additionally, your tax professional is notified that the document doesn't apply, was already provided, or will be handled by your tax professional.
    Select an action from the request menu
Android mobile app
Follow these steps to indicate a Requested Item doesn't apply, has already been uploaded, or will be handled by your tax professional using the TaxCaddy 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 Document Requests from the task list
  2. Your document requests will appear under
    [Tax Year] Document Requests
    . Select the request that doesn’t apply, was already provided, or will be handled by your tax professional.
    List of document requests
  3. Select
    Doesn't Apply
    ,
    Already Provided
    , or
    Prepared by Firm
    . TaxCaddy displays a confirmation. Additionally, your tax professional is notified that the document doesn't apply, was already provided, or will be handled by your tax professional.
    Select an action from the request menu

This article applies to:

  • PRODUCT: TaxCaddy

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