You can edit the names of documents in Uploaded Tax Documents. You can also move or delete documents.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to edit the name of a document using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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Click Documents.
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Click the Tax Year menu to select the relevant tax year.
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, you can select the correct TAX RETURN profile.
- Click Uploaded Documents to view documents previously uploaded to your selected tax return.
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Your uploaded tax documents will appear under their respective categories. Click the Edit
icon next to the document you want to rename.
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The Edit Document Name window appears. Type a new name for the document and then click Save. The changes will appear immediately.
iOS mobile app
Follow these steps to edit the name of a document on the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app.
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Tap the Documents icon on the navigation bar.
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Select the applicable tax year.
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, tap the Tax Return drop-down menu to select the tax return profile.
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Tap the Uploaded tab to view uploaded documents.
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Tap the Menu
icon next to the document you want to rename.
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Tap Rename.
Alternatively, you can open the document the PDF Viewer then tap the Menu
icon.
Tap Rename.
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Type a new name and tap Done. If you see the confirmation dialog box then tap Confirm.
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Your document will be renamed.
Android mobile app
Follow these steps to edit the name of a document on the Android mobile phone app.
- Sign in to the TaxCaddy mobile app.
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Tap the Menu
icon.
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Tap Tax Documents.
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, tap the Tax Return drop-down menu to select the tax return profile.
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Tap Uploaded.
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Tap the Menu
icon next to the document you want to rename.
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Tap Rename Document.
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Type a new name and tap Save.
- Your document will be renamed.
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