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  • Product: TaxCaddy

Review documents (mark reviewed)

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When your tax professional needs you to review a document, their request appears in your requested items under
To Review
.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to review a document 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
    Review
     requests listed under
    Review
    .
    note
    Your progress in completing your
    Review
     tasks will be denoted with the
    Progress
     icon. Once you've completed all your tasks, you will see the
    Completed
     icon.
    Review tasks in the task list
    note
    The
    Pin
     icon appears next to the request you are currently viewing.
  3. Select a tile to view the
    Review
     request.
    Select a Review task
  4. Your
    Review
     request will appear in the
    Overview
     screen's document viewer.
    note
    If the document has fillable fields, select in a field and type to enter data. As soon as you select out of the field, the document will automatically save your data.
    Review request open on the Overview screen
    If the document uploaded by your tax professional is password-protected then you will be requested to enter the password. Contact your tax professional if you don’t have the password.
    When prompted, enter the document password
  5. If you are satisfied with the document, select
    MARK REVIEWED
    .
    note
    You can message your tax professional regarding this document using the
    Message
     icon.
    Select MARK REVIEWED
  6. A window will appear if the reviewed document has fillable fields. To confirm you have reviewed the fillable fields and will no longer need to edit them, select the checkbox for
    I understand that this document has fillable fields and that I will not be able to edit it after submitting
    .
    Review Document window
  7. Select
    SUBMIT
     to mark the document as reviewed, or select
    CANCEL
     to close without saving any changes.
    note
    Once you've fulfilled a review request, you will no longer be able to modify the contents of the reviewed document. Verify the information before completing your review.
    Select SUBMIT
  8. You will see a confirmation message once the document has been reviewed. The reviewed document is moved to
    Uploaded Documents
     tab.
    Review request now in the Uploaded Documents tab
    A
    Completed
     icon will appear next to the fulfilled
    Review
     task in the
    Task List
     on the
    Overview
     screen.
    Completed Review request
  9. Alternatively, you can select
    Documents
     to switch to the
    Documents
     tab.Open your
    Requested Items
     to view a list of items requested by your tax professional.
    Select Documents then Requested Items
iOS mobile app
Follow these steps to review a document using the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Review
     requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Tap the
    Review
     request you'd like to fulfill to view it.
    Review task in the task list
  3. The document opens in the viewer.
    If the document has fillable forms, tap on a field, then enter the data. As soon as you select out of the field, the document will automatically save your data.
    Fillable Form in the document viewer
  4. Tap the
    MARK AS REVIEWED
     to mark the document as reviewed. Additionally, your tax professional is notified that you have reviewed the document.
    Select MARK AS REVIEWED
    A window will appear if the reviewed document has fillable fields. To confirm you have reviewed all fillable fields and will no longer need to edit them, tap
    Review
    .
    note
    Once you've fulfilled a review request, you will no longer be able to modify the contents of the reviewed document. Verify the information before completing your review.
    Select Review
  5. Once you've completed your review request, you will be returned to the
    Overview
     screen where you may be prompted to go to the next pending review task (if one exists).
    • You can tap
      NEXT TASK
       to open your next review task in the
      Document Viewer
       to complete.
    • You can tap
      CANCEL
       to remain on the
      Overview
       screen.
    Select NEXT TASK
Android mobile app
Follow these steps to review a document using the Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Review
     requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Tap the
    Review
     request you'd like to fulfill to view it.
    Select a review task from the Review Documents section of the task list
  3. The document opens in the viewer.
    If the document has fillable forms, tap on a field, then enter the data. As soon as you tap out of the field, the document will automatically save your data.
    Fillable form in the document viewer
  4. Tap
    MARK AS REVIEWED
     to mark it as reviewed. When you mark a document as reviewed, your tax professional is notified that you have reviewed the document.
    Select MARK REVIEWED
  5. A window will appear if the reviewed document has fillable fields. To confirm you have reviewed all fillable fields and will no longer need to edit them, tap
    AGREE & SUBMIT
    .
    note
    Once you've fulfilled a review request, you will no longer be able to modify the contents of the reviewed document. Verify the information before completing your review.
    Select AGREE & SUBMIT
  6. Once you've completed your review request, you will be returned to the
    Overview
     screen where you may be prompted to go to the next pending review task (if one exists).
    • You can tap
      NEXT TASK
       to open your next review task in the
      Document Viewer
       to complete.
    • You can tap
      CANCEL
       to remain on the
      Overview
       screen.
    Select NEXT TASK
Additional Notes:
  • The IRS requires e-signed records to be tamper-proof once they’ve been signed and reviewed. To ensure a document is legally binding, TaxCaddy will secure the document in read-only mode. This is a cautionary measure to ensure that digitally signed/reviewed documents can't be tampered with or additional pages are not attached to the signed/reviewed document at. These signed/reviewed documents can still be viewed in read-only mode.

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