TaxCaddy.com on PC, Mac, or tablet

Follow these steps to view your tax return when using TaxCaddy.com on your PC, Mac or tablet.

1. Sign in to TaxCaddy.com

2. On the Overview screen, you will see a Task List on the left with your tax returns listed as View - [Tax Return Name].
   

   A tax return document will be marked as completed once it is viewed. Your progress in completing your Tax Return tasks will be denoted with the number and Progress  icon. Once you've completed all your tasks, you will see the Completed  icon.

   
   
   If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, click SWITCH TAX RETURN to select the correct tax return profile.
   
   
   

3. Your selected tax return will appear in the Overview screen's document viewer.
   

   You can message your tax professional regarding this tax return using the Message  icon to the right.
   Click here to learn more about messaging you tax professional about a tax return.
   

4. You can click VIEW ALL TAX RETURNS to view a complete list of tax return documents uploaded to your account.
   
   
   Alternatively, you can click Tax Returns or use the Quick Access tile to be directed to a comprehensive list of tax returns uploaded to your account in the Tax Returns tab.
   
   

    

5. Once on the Tax Returns tab, select the TAX YEAR and TAX RETURN. Tax returns are only visible under the tax year they were created in by your tax professional.

   
   
   

6. Click the tax return you want to view.

   

    

   After your tax return opens, you can swap between tax returns using the menu located on the upper right corner of the Document Viewer panel.