When your tax professional is done preparing your tax return, they will upload it to Tax Returns.
If your tax professional has not uploaded a tax return for you, TaxCaddy will let you know.
Follow these steps to view your tax return when using TaxCaddy.com on your PC, Mac or tablet.
Sign in to TaxCaddy.com
Under Quick access options, click View ... Tax Returns panel to see tax returns uploaded for the current tax year.
The View Tax Returns panel will say 'You don’t have a return yet' if your tax professional has not yet uploaded the tax return to TaxCaddy.
If you have any questions about your tax return then you can send your tax professional a message. Click here to learn more about sending a message to your tax professional.
Alternatively, you can also click Tax Returns on the navigation panel.
Select the tax year. Tax returns are only visible under the tax year they were created in by your tax professional.
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.
Follow these steps to view your tax return on your iOS mobile phone app.
- Log in to the TaxCaddy mobile app.
- Tap Tax Returns on the tab bar.
- If visible, you can swipe left or right to view different summary items.
- Tap the return you want to view.
- The tax return opens in the viewer.