You can upload documents that have been saved or downloaded to your phone by sharing them with TaxCaddy when viewing the documents.
You can also upload documents by taking a photo or uploading them from Google Drive or Dropbox.
Click here to learn about other ways to upload documents.
iOS mobile app
Follow these steps to upload a document you're viewing with the TaxCaddy iPhone mobile phone app.
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Open the document menu on your phone.
Accepted file formats are: ".pdf, .docx, .xls and .xlsx. You can upload multiple files to the same category.
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Tap the share button.
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Tap Open with TaxCaddy. If you don't see Open with TaxCaddy on the list of available apps, tap More.
- Tap Open with TaxCaddy.
- Follow the prompts to categorize the document.
- TaxCaddy confirms your document was uploaded and the document is added to Uploaded Tax Documents.
Android mobile app
Follow these steps to upload a document you're viewing with the TaxCaddy Android mobile phone app.
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Open the document on your phone.
Accepted file formats are: ".pdf, .docx, .xls and .xlsx. You can upload multiple files to the same category.
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Tap the Menu icon.
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Tap Send file.
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On the app drawer, tap TaxCaddy.
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Follow the prompts to categorize the document.
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TaxCaddy confirms your document was uploaded and the document is added to Uploaded Tax Documents.
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