The Document Viewer allows you to view documents right inside TaxCaddy.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view a document in the document viewer 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 to select the applicable tax year.
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Skip this step if the TAX RETURN menu is not available. If you have multiple tax return profiles then you can select the tax return profile you want to view and download documents from.
- Click the document you want to view.
- The document opens in the Document Viewer panel. To download the document, click DOWNLOAD on the lower-left corner.
Click here to learn more about viewing documents in the Document Viewer.
You can message your tax professional regarding this document using the message panel on the right. Your message is automatically associated with the document and also accessible in Messages.
- When you're done viewing the document, click UPLOADED DOCUMENTS to go back.
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You can also download documents directly from the Uploaded Documents tab. Select the check box next to each document you want to download.
To bulk download all uploaded documents, click Select All to select all uploaded documents.
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The total file size will be displayed at the top. You can only download 1 GB of files at a time. If there are more than 1 GB of files in an account, you'll need to download in multiple selections. Click DOWNLOAD to bulk download all selected documents.
Downloading without Annotations
Click the Menu icon on the document tile.
Click Download.
On the Downloading Document dialog box, click Download Without Annotations.
iOS mobile app
Follow these steps to view a document in the document viewer using the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app, then tap the Documents icon at the bottom.
- 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 on the Requested or Uploaded tab.
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Tap the document you want to view.
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The document will open in the Document Viewer.
You can message your tax professional regarding this document by tapping the message icon on the top bar. Your message is automatically associated with the document and also accessible in Messages.
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To download a document, tap the Menu
icon on an uploaded document.
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Tap Share.
Tap Save to Files to save the document on your device.
Android mobile app
Follow these steps to view a document in the document viewer using the Android mobile phone app.
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Sign in to the TaxCaddy mobile app then 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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If you want to view a tax document that you've uploaded, tap Uploaded.
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Tap the document you want to view. The document opens in the document viewer.
You can message your tax professional regarding this document by tapping the message icon on the top bar. Your message is automatically associated with the document and also accessible in Messages.
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To download a document, tap the Menu
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Tap Share then select a service to save to (i.e. Google Drive, Dropbox, etc.)
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