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.

Sign in to TaxCaddy.com
Under Quick access options, click View Tax Returns to see tax returns uploaded for the current tax year.
Alternatively, you can click Tax Returns on the navigation panel.
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.
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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.
Alternatively, click the tax return you want to view and download.

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.

Sign in to the TaxCaddy mobile app.
Tap Tax Return on the tab bar.
Tap the tax year to view tax returns that belong to another tax year.

If your tax professional has enabled 1041 tax return profiles on your account, tap the Tax Return drop-down menu to view your available tax return profiles.

Click here to learn more about 1041 tax return profiles in TaxCaddy.

All will be selected by default, select the tax return profile you wish to view.
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.