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Overview

View different tax years

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You can change the tax year at any time while viewing documents, messages, tax returns, and invoices. You won't see any documents, returns, messages, or invoices if there has been no activity for that tax year. Documents and returns uploaded for previous tax years won't be removed, and you can still see them by changing the tax year from the menu. The tax year will revert back to the default tax year each time you log in.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view a different tax year:
  1. Sign in to TaxCaddy.com.
  2. You can select different tax years from the
    Documents
    ,
    Messages
    ,
    Tax Returns
    ,
    Tax Payments
    , or
    Invoices
     screen.
    Navigation bar
  3. To view a particular tax year, on the top left, select the
    Tax Year
     menu to select the relevant tax year.
    note
    Documents, messages, returns, and invoices are only visible under the tax year they were created in by your Tax Professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
    Select from the TAX YEAR dropdown
    The tax year will revert back to the default tax year each time you log in.
note
New user will only be able to see the current tax year and the previous tax year.
Previous tax years are not available to tax professionals
When viewing a previous tax year, you may see a banner notification with the following message:
YOUR TAX PROFESSIONAL NO LONGER HAS ACCESS TO TAX YEAR
 [Tax Year]. Once a previous tax year has passed a certain time period, tax professionals can choose not to have access to documents, messages, or any other information from that tax year. Actions you make on your account will only be visible to you and any additional user (spouse user, other additional users) connected to your connected.
Banner notifying you of your tax professional's expired access
iOS mobile app
Follow these steps to reply with an amount on your iOS mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. On the bottom, select to go to your desired location (i.e.
    Documents
    ,
    Messages
    ,
    Tax Returns
    ,
    Tax Payments
    , or
    Invoices
    ).
    Navigation bar
  3. To view documents, messages, tax returns, tax payments, or invoices for a particular tax year, select the tax year on the top left to select a different tax year.
    note
    Documents, messages, returns, and invoices are only visible under the tax year they were created in by your Tax Professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
    Select from the tax year menu
  4. Swipe up or down to select the applicable tax year then select
    SELECT
    .
    Select your tax year
Previous tax years are not available to tax professionals
When viewing a previous tax year, you may see a banner notification with the following message:
Warning: Your Tax Pro Has Limited Access
. Once a previous tax year has passed a certain time period, tax professionals can choose not to have access to documents, messages, or any other information from that tax year. Actions you make on your account will only be visible to you and any additional user (spouse user, other additional users) connected to your connected.
Notification that your tax professional's access to the selected tax year has expired
Android mobile app
Follow these steps to reply with an amount on your Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select the
    Menu
     icon.
    Select the Android Menu icon
  3. On the menu panel, select to go to your desired location (i.e.
    Tax Documents
    ,
    Messages
    ,
    Tax Payments
    ,
    Tax Returns
    , or
    Invoices
    ).
    Navigation bar
  4. Select the
    Tax Year
     icon.
    Tax Year selector
  5. Go to the tax year then select
    SELECT
    .
    note
    Documents, messages, returns, and invoices are only visible under the tax year they were created in by your Tax Professional. Your Tax Professional can place invoices due from a different tax year in a selected tax year. For example, your Tax Professional can make an invoice due the previous year under the current year.
    Select your tax year
Previous tax years are not available to tax professionals
When viewing a previous tax year, you may see a banner notification with the following message:
Warning: Your Tax Pro Has Limited Access
. Once a previous tax year has passed a certain time period, tax professionals can choose not to have access to documents, messages, or any other information from that tax year. Actions you make on your account will only be visible to you and any additional user (spouse user, other additional users) connected to your connected.
Notification that your tax professional's access to the selected tax year has expired

This article applies to:

  • PRODUCT: TaxCaddy

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