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  • Product: TaxCaddy

View your tax summary

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TaxCaddy lets you to view a summary of your tax return without requiring you to view or download the complete tax return. To review the tax return in detail, you can open the tax return in the Document Viewer in TaxCaddy or download the tax return PDF to your local machine.
note
Your tax summary will only be available once your tax professional provides the information.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view your tax return summary 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
     beside your tax summary listed as
    View - [Tax Year] Tax Summary
     if it is available. Select your tax summary.
  3. Your tax summary will open in the
    Overview
     screen's document viewer.
  4. Alternatively, you can select
    Tax Returns
    to be directed to your tax summary in the
    Tax Returns
     tab.
    Select Tax Returns from the navigation bar
    Or you can review a less detailed version of your tax summary on the
    Overview
     screen in the
    View...Tax Returns
     panel.
    Select the Tax Returns Quick Access panel
iOS mobile app
Follow these steps to view your tax summary on the iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select
    Tax Returns
     on the tab bar.
    Select Tax Returns from the navigation bar
  3. Your tax summary will be displayed at the top if it's available.
    Client's Tax Summary
  4. Swipe to see your state tax summaries if they’ve been provided.
    Client swiping their Tax Summary
Android mobile app
Follow these steps to view your tax summary on the Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select the
    Menu
    , then
    Tax Returns
    .
    Select the Menu icon, then select Tax Returns
  3. Your tax summary will be displayed at the top if it's available.
    Client's Tax Summary
  4. Swipe to see your state tax summaries if they’ve been provided.
    Client swiping their Tax Summary

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