The Documents screen is where you'll upload, organize, and manage your tax documents. The Documents screen has two tabs: Requested Items and Uploaded Documents.
TaxCaddy.com on PC, Mac or tablet
The following covers Documents when using TaxCaddy.com on a PC, Mac or tablet.
Requested Items
Documents your tax professional needs you to upload, review or sign appear in the Requested Items tab under sections titled To Review, To Sign, and Documents Requested.
Uploaded Documents
The documents you've already uploaded to your account appear in the Uploaded Documents tab.
iOS mobile app
This article covers Tax Documents while using the TaxCaddy iPhone mobile phone app.
Documents your tax professional needs you to upload, review or sign appear in Requested under sections titled To Review, To Sign and To Upload.
The documents you've already uploaded to your account appear in Uploaded.
Tap the floating + icon to snap a photo of a tax document and upload it to your account or upload it from other sources.
Android mobile App
This article covers Tax Documents while using the TaxCaddy Android mobile phone app.
Documents your tax professional needs you to upload, review or sign appear in Requested under sections titled To Review, To Sign and To Upload.
The documents you've already uploaded to your account appear in Uploaded. Tap the floating + icon to snap a photo of a tax document and upload it to your account or upload it from other sources.
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