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Product: TaxCaddy

View uploaded documents

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You can find documents uploaded to your account by you, other users, or your tax professional, in the Uploaded Documents view on the Documents page. From here, you can move or delete documents.

TaxCaddy.com on PC, Mac, or tablet

Follow these steps to view your uploaded documents using TaxCaddy.com on your PC, Mac, or tablet.

Sign in to TaxCaddy.com.

Select Documents
.

Select the TAX YEAR
menu to select the relevant tax year.

Skip this step if the TAX RETURN
menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select a TAX RETURN
profile to narrow down the document list.

Select a tax return from the TAX RETURN dropdown

The All
option will be selected by default. Select All
to display all uploaded documents for the selected tax year, regardless of the tax return type. The 1040
or 1041
badge indicates which tax return the document belongs to.

note

Use the move documents feature to move documents to another tax year, category, or tax return profile.

Select Uploaded Documents
to view documents previously uploaded to your selected tax return.

Select Uploaded Documents from the Documents screen

On the Uploaded Documents
screen, your uploaded documents will appear in their respective categories.

note

You can use the scroll wheel on your mouse or the down arrow key on your keyboard to scroll through the list.

Select Uploaded Documents from the Documents tab

You can select the document to view it in the Document Viewer
window.

You can now view your uploaded document in the Document Viewer panel.

To go back, select UPLOADED DOCUMENTS
. To skip directly to another uploaded document, select the document you want to view from the dropdown.

Select UPLOADED DOCUMENT or select from the document viewer dropdown

iOS mobile app

Follow these steps to view your uploaded documents using the iPhone mobile phone app.

Sign in to the TaxCaddy mobile app.

Select the Documents
icon.

Select Documents from the navigation bar

To view documents for a particular tax year, on the top left, select the tax year to select a different tax year.

Skip this step if the TAX RETURN
menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the Tax Return
dropdown to select the tax return profile.

Select Uploaded
.

Select a document to view it in the PDF viewer.

The uploaded document will open in the PDF viewer.

Uploaded document in the Document Viewer

To view your document information, select the Menu
icon to open the document menu.

The bottom menu displays the document name, uploaded date, uploaded by, fillable form, and the document size.

Android mobile app

Follow these steps to view your uploaded documents using the Android mobile phone app.

Sign in to the TaxCaddy mobile app, then select the Menu
icon.

Select Tax Documents
.

Select the Tax Year
icon to select the tax year.

Skip this step if the TAX RETURN
menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the tax return profile from the Tax Return
dropdown.