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View requested items

Upload requested items

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When your tax professional needs you to upload a document, their request appears in your requested items under
Document Requests
.
note
You can also upload documents that your tax professional hasn’t requested, or retrieve documents directly from your financial institution.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to upload requested items 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
    .
    note
    Your progress in completing all of your
    Upload
     tasks will be denoted with the
    Progress
     icon. Once you've completed all your tasks, you will see the
    Completed
     icon.
    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 specify only
    Open
     (pending) or
    Fulfilled
     (completed) requests be displayed.
    Select from the REQUESTS dropdown
  4. You can see which document requests have been addressed by looking at the color and the
    Upload
     icon. Pending requests not yet fulfilled will display an icon in gray. Completed requests will have a green icon.
    Learn more about the various icons that can appear with a document request.
    Blue and Gray icons for request fulfillment status
    note
    You can also find the exact number of requests you've completed following your list of document requests. As you complete more requests, both the number shown and the progress bar will update to depict your progress in real time.
  5. Select a pending document request to begin fulfilling it with an upload. Alternatively, you can drag a file onto the document request.
    note
    If a requested document has a
    Fillable Form
     badge, you can complete the form instead of uploading the document.
    Select a pending request
    Alternatively, you can select the
    MORE OPTIONS
     menu to view all options to fulfill/complete this request.
    Select Upload
  6. Go to the location of the file on your device and select a file to upload.
    note
    Accepted file formats include: PDF, DOCX, XLS, and XLSX. You can upload multiple files to the same category at 1 time.
  7. To include any additional documents with this document request, drag the files onto the drop zone, or select
    Drag or click here to upload documents
    . When you're done, select
    CLOSE
    .
    Upload Documents window
  8. After you provide the requested item, the icon appearing for this document request will update to green to indicate that this request has been fulfilled.
    Fulfilled upload request on the task list
  9. If you'd like to delete the uploaded document for any reason (that is, uploading the wrong document to this request), you can select the
    MORE OPTIONS
     menu, then select
    Delete
    .
    Select Delete from the MORE OPTIONS menu
    The document request will return to an unfulfilled status, letting you complete this request once again.
  10. Once the correct document is uploaded to the request, you can select the document tile to open the uploaded document in the Document Viewer panel.
    Select a fulfilled request
    After opening the document in the Document Viewer panel, you will see the option to use the
    DOWNLOAD
     or
    MOVE TO
     feature for this uploaded document.
    Options to DOWNLOAD and MOVE the document
  11. Fulfilling a document request will also update the progress bar to indicate how many more pending requests you have in your account.
    Request progress bar
note
After completing all of your pending tasks, your account's
Task List
 progress won’t reach
100%
 until you've notified your tax professional that you are done uploading tax documents for this tax year.
Icon descriptions
The following icons will appear with your document requests to indicate whether a request has been fulfilled or not, and if so, how the request was fulfilled.
Field
Description
Pending request icon
(
Pending
)
This request hasn’t yet been completed.
Completed icon
(
Completed
)
This request has been completed.
PDF icon
(
PDF
)
This request has been completed by uploading a PDF file.
Excel icon
(
Excel
)
This request has been completed by using an XLS or XLSX file.
Already Provided icon
(
Already provided
)
You've indicated that the document in this request has already been provided previously.
Doesn't Apply icon
(
Doesn't apply
)
You've indicated that the document in this request doesn’t apply.
Firm Preparing icon
(
Firm Preparing
)
You've indicated that the document in the request is currently being prepared by your tax professional.
iOS mobile app
Follow these steps to upload a requested item by taking a photo with the TaxCaddy iPhone 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.
    Document Requests tile on the task list
  3. Your requested items will appear in
    [Tax Year] Document Requests
    .
    List of document requests
  4. By default, TaxCaddy will display
    All Requests
     (including open requests and requests that have already been fulfilled).
    Select a request status from the dropdown
    If you'd like to specify either open or fulfilled requests, open the dropdown, then select
    Open Requests
     or
    Fulfilled Requests
     from the options provided.
    Select a Open Request from the DOCUMENT REQUEST dropdown
  5. Select the request you would like to fulfill.
    Select a pending request
  6. The menu with fulfillment options will appear. To upload the requested item, select either
    Take a Photo
     or
    Upload a File
    .
    Request information
  7. If you selected
    Take a Photo
     for the 1st time, TaxCaddy will need permission to access the camera. Tap
    SET PERMISSION
     to continue.
    Select SET PERMISSION
    If you see the requesting permission window, select
    OK
     to give TaxCaddy access to your camera.
  8. Position the camera over the document. Additional instructions appear onscreen. The photo will be captured automatically when the camera is properly aligned with the document. Alternatively, tap
    Switch to Manual Shutter
     to take the photo manually.
  9. Alternatively, you can tap
    Upload a File
     to upload from Google Drive or Dropbox.
    Select Upload a File
    note
    Accepted file formats include: PDF, DOCX, XLS, and XLSX. You can upload multiple files to the same category.
    You can also select
    Reply With Amount
     to reply with an amount.
  10. Once fulfilled, the icon next to the listed request will indicate so, and the progress bar at the bottom of the list will update. Your tax professional will also be notified that the document has been uploaded. You can tap the request tile to view the uploaded document.
    Fulfilled document request
Android mobile app
Follow these steps to upload a requested item by taking a photo with the TaxCaddy 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. Tap
    [Tax Year] Document Requests
     to go to a list of your pending document requests.
    Select Document Requests from the task list
  3. Your requested items will appear under
    [Tax Year] Document Requests
    .
    List of document requests
  4. By default, TaxCaddy will display
    All Requests
     (including open requests and requests that have already been fulfilled).
    Select the request status dropdown
    If you'd like to specify either open or fulfilled requests, open the dropdown, then select
    Open Requests
     or
    Fulfilled Requests
     from the options provided.
    Select Open Requests from the dropdown
  5. Select the request you would like to fulfill.
    Select a pending document request
  6. The menu with fulfillment options will appear at the bottom of the screen. To upload the requested item, select either
    Take a Photo
     or
    Upload a File
    .
    Document request action sheet
  7. If you selected
    Take a Photo
     for the 1st time, TaxCaddy will need permission to access the camera. Tap
    SET PERMISSION
     to continue.
    When prompted, select SET PERMISSION
    If you see the requesting permission window, select
    While using the app
     or
    Only this time
     to give TaxCaddy access to your camera.
    Alternatively, you can select
    Upload a File
     to upload a document from your device, Google Drive, or Dropbox.
    Select Upload a File
    note
    Accepted file formats include: PDF, DOCX, XLS, and XLSX. You can upload multiple files to the same category.
  8. If you selected to take a photo, then position the camera over the document. Additional instructions appear onscreen. The photo will be captured automatically when the camera is properly aligned with the document. Alternatively, tap
    SWITCH TO MANUAL SHUTTER
     to take the photo manually.
  9. elect
    RETAKE
     to take the photo again,
    EDIT
     to edit the photo, or
    USE
     to use the current photo.
    Select USE
  10. Once you've taken your photo, confirm whether or not the document contains multiple pages.
    Additional pages window asking you to confirm if there are multiple pages
  11. Once fulfilled, the icon next to the listed request will indicate so, and the progress bar at the bottom of the list will update. Your tax professional will also be notified that the document has been uploaded. You can tap the request tile to view the uploaded document.
    Fulfilled document request on the Document Requests screen

This article applies to:

  • PRODUCT: TaxCaddy

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