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View requested items

Reply with an amount

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You can fulfill your tax professional's document request by replying to it with an amount.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to resolve a document request by replying with an amount:
  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
    .
    note
    Your progress in completing all of your
    Upload
     tasks will be denoted with the
    Progress
     icon.
    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. Select the
    MORE OPTIONS
     menu to view all fulfillment options for this request, select
    Reply With Amount
    . Select Reply with Amount
  5. The
    Reply With Amount
     window will appear. Fill the form, then select
    Next
    .
    note
    The
    Next
     button isn't available until the
    Amount
     is entered.
    Reply with Amount window
    To reply with multiple amounts, select
    Add Another Amount
    .
    To delete an amount, select the
    Delete
    icon.
    Select Add Another Account
    note
    You can add details in the
    Description
     field to specify each amount.
  6. Reply With Amount
     window will let you review the data. Select
    Back
     to make changes. Select
    Send Reply
     to fulfill the document request with an amount.
    Select Send Reply
  7. The
    Completed Upload
     icon will appear next to the associated document request.
    Completed fillable form
  8. You can also find the completed
    Document Request
     under the
    Uploaded Documents
     tab of your
    Documents
     screen.
    Uploaded Documents tab
iOS mobile app
Follow these steps to reply with an amount on your iOS mobile phone app.
  1. Sign in to the TaxCaddy mobile app, then select
    [Tax Year] Document Requests
     from your
    Task List
     to go to a list of your pending document requests.
    Select Document Requests
  2. Your requested items will appear under
    [Tax Year] Document Requests
    .
    Document Requests listed
  3. By default, TaxCaddy will display
    All Requests
     (including open requests and requests that have already been fulfilled). You can select
    Open Request
     from the dropdown to display only requests that haven’t yet been fulfilled.
    Select a request status from the dropdown
  4. Select the request you would like to reply to with an amount.
    Select a document request
  5. The menu with fulfillment options will appear. Select
    Reply with Amount
    .
    Select Reply With Amount
  6. On the
    Reply With Amount
     screen, provide the
    AMOUNT
    ,
    DESCRIPTION
    , and a
    COMMENT
     if necessary, then select
    SEND REPLY
    .
    Enter the Amount and Description info then select SEND REPLY
  7. When the
    Confirm Reply
     window appears, select
    Yes
     to resolve this document request. Select
    No
     to close without saving changes.
    Confirm your reply with the Confirm Reply window
  8. Once fulfilled, the icon next to the listed request will indicate so, and the progress bar will update. Your tax professional will also be notified that the document has been uploaded. You can select the request tile to view the uploaded document.
    Completed request in the Document Requests screen
  9. Select the request tile to review the uploaded document containing the
    Description
    ,
    Amount
    , and
    Comments
     related to the paid amount.
    Document containing the Description, Amount and Comments of the payment
Android mobile app
Follow these steps to reply with an amount on your Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Document Requests
     that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Select
    [Tax Year] Document Requests
     to go to a list of your pending document requests.
    Select the Document Request task
  3. Your requested items will appear under
    [Tax Year] Document Requests
    .
    Listed Document Requests
  4. By default, TaxCaddy will display
    All Requests
     (including open requests and requests that have already been fulfilled). You can select
    Open Request
     from the dropdown to display only requests that haven’t yet been fulfilled.
    Select the request status dropdown
  5. Select the request you would like to reply to with an amount.
    Select a document request
  6. The menu with fulfillment options will appear. Select
    Reply with Amount
    .
    Select Reply with Amount
  7. On the
    Reply With Amount
     screen, fill the form, then select
    Send Reply
    .
    Enter your payment information then select SEND REPLY
  8. If you see the
    Required Field Missing
     window, select
    OK
    . You must an
    Amount
     and/or
    Comment
     to continue.
    Required Field Missing window
  9. When the
    Confirm Reply
     window appears, select
    OK
     to resolve this document request. Select
    CANCEL
     to close without saving changes.
    Confirm Reply window
  10. Once fulfilled, the icon next to the listed request will indicate so, and the progress bar will update. Your tax professional will also be notified that the document has been uploaded. You can select the request tile to view the uploaded document.
    Completed document request
  11. Select the request tile to review the uploaded document containing the
    Description
    ,
    Amount
    , and
    Comments
     related to the paid amount.
    Amount document in the document viewer

This article applies to:

  • PRODUCT: TaxCaddy

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