Hey everyone, here's what's new in the TaxCaddy iOS app this month:
Tax return enhancement
We've updated the process for viewing your uploaded Tax Returns in TaxCaddy. When viewing multiple Tax Returns, your tax return document will be opened in the Document Viewer. Once you've had a chance to review the contents, you can tap DONE at the bottom of your screen to indicate that you've viewed this document.
Click here to learn more about viewing your tax return documents.
You can now also download these tax return documents directly to your device with the Download feature found in the menu.
Click here to learn more about downloading your tax return documents.
Once you've completed viewing this tax return document, you may be prompted at the bottom of your device's screen to navigate to the next unviewed tax return, if one exists.
- You can tap NEXT TASK to open your next tax return in the Document Viewer.
- You can tap CANCEL to remain on the Overview screen.
Questionnaire enhancement
Additionally, when opening your questionnaire you may now see a banner appear notifying you that your tax professional has archived your questionnaire to your tax documents. When a questionnaire is archived, you are no longer able to update the answers you've previously provided, unless you choose to restore your questionnaire.
When your questionnaire is filed to your tax documents, you have the option to restore your questionnaire to give you the ability to provide updated answers to your questions.
Click here to learn more about restoring your questionnaire.
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