You can change the default tax year in your settings. If no documents or returns have been uploaded for the new default tax year, you won't see any documents or returns by default. However, 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.
Click here to learn more about temporarily toggling to a different tax year.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to change the default tax year when using TaxCaddy.com on your PC, Mac, or tablet.
Log in to TaxCaddy.com. On the upper right, click the User Menu and then click Settings.
On the Settings tab, click Default Tax Year.
Under Default Tax Year, select the year you'd like to make your default.
On the confirmation dialog box, click Yes.
iOS mobile app
Tap More on the navigation tab bar then tap Settings
Tap Default Tax Year.
Tap the year you would like to make your default tax year.
Read the information then tap OK.
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