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Tax returns

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The

The Tax Returns

screen is where you'll be able to view your tax returns. You can review and download your filing instructions for your tax return along with their Federal and State Tax Returns.

TaxCaddy.com on PC, Mac, or tablet

You can view your tax returns summary on the Overview
screen. The panel for View [Tax Year] Tax Returns
will show your tax summary when your tax professional updates your information. You can select the panel to go to the Tax Returns
screen.

Tax Returns Quick Access tile from Overview

You can select the TAX RETURNS & PAYMENTS
dropdown on your Task List
to view a list of tax return documents uploaded to your account. Select a document title to view that document near the Task List
.

Listed tax returns in the Task List

A checkmark will appear after you view the document.

Viewed tax return

You can also select Tax Returns
on the navigation menu, then select the tax return to view the document in the Document Viewer panel.

Select Tax Returns

Your tax return documents will appear in the Document Viewer panel.

Opened tax return document

iOS mobile app

You can view your tax return on the iPhone from Tax Returns
on the navigation tab at the bottom.

Tax return on iOS

Android mobile app

To view your tax return on Android, tap the Menu
icon.

Select the Android menu

Tap Tax Returns
.

Select Tax Return from Android menu

Tap the tax return to view it in the Document Viewer.

Federal tax return on Android

This article applies to:

Product: TaxCaddy

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