You can download the tax return to your local device after it has been uploaded by your tax professional. Additionally, you can use the downloaded tax return to print a copy if necessary.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to download your tax return using TaxCaddy.com on your PC, Mac, or tablet.
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Sign in to TaxCaddy.com
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Under Quick access options, click View Tax Returns to see tax returns uploaded for the current tax year.
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Alternatively, you can click Tax Returns on the navigation panel.
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Select the tax year. Tax returns are only visible under the tax year they were created in by your tax professional.
If your tax professional has created a 1041 tax return profile, select the correct profile from the TAX RETURN menu.
Click here to learn more about 1041 tax returns in TaxCaddy.
To download a 1041 tax return, click the document tile to open it in the Document Viewer panel and click DOWNLOAD.
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Click the Menu
icon then click Download.
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Alternatively, click the tax return you want to view and download.
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After your return opens, click the DOWNLOAD button.
Once the tax return is downloaded on your device, you can open the tax return PDF file and print a copy if necessary.
iOS mobile app
Follow these steps to download your return on the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app.
- Tap Tax Return on the tab bar.
- Tap the Menu icon corresponding to the return you want to download.
- Tap Share.
- Tap the app with which you want to share the tax return.
Android mobile app
Follow these steps to download your return on the Android mobile phone app.
- Sign in to the TaxCaddy mobile app.
- Tap the Menu
icon.
- Tap Tax Returns.
- Tap the Menu
icon corresponding to the return you want to download.
- Tap Share.
- Tap the app with which you want to share the tax return.
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