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:

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

Select [Tax Year] Document Requests
to open a list of your document requests next to your 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 the MORE OPTIONS
menu to view all fulfillment options for this request, select Reply With Amount
. Select Reply with Amount

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.

To reply with multiple amounts, select Add Another Amount
.

To delete an amount, select the Delete
icon.

note

You can add details in the Description
field to specify each amount.

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.

The Completed Upload
icon will appear next to the associated document request.

You can also find the completed Document Request
under the Uploaded Documents
tab of your Documents
screen.

iOS mobile app

Follow these steps to reply with an amount on your iOS mobile phone app.

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.

Your requested items will appear under [Tax Year] Document Requests
.

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

Select the request you would like to reply to with an amount.

The menu with fulfillment options will appear. Select Reply with Amount
.

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

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

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

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.

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.