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.
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.
-
Sign in to TaxCaddy.com
- 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. -
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. - 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.
-
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.
-
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.
iOS mobile app
Follow these steps to view your tax return on your iOS mobile phone app.
- Log in to the TaxCaddy mobile app.
- Tax returns that have been uploaded to your account will appear on the Overview screen. Tap the tax return you'd like to view.
If your tax professional has enabled 1041 tax return profiles on your account, tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.
Click here to learn more about 1041 tax return profiles in TaxCaddy.
- The tax return you selected will open in the Document Viewer.
- Once you've finished reviewing the information in the tax return, tap DONE to indicate that you've viewed this document.
You will still be able to view this tax return document again by selecting it from your Task List on the Overview screen.
- Once you've viewed your tax return, you will be returned to the Overview screen where you may be prompted to navigate to the next pending tax return document (if one exists).
- You can tap NEXT TASK to open your next review task in the Document Viewer to complete.
- You can tap CANCEL to remain on the Overview screen.
- Alternatively, you can tap Tax Returns on the tab bar to be directed to a comprehensive list of tax returns uploaded to your account.
Android mobile app
Follow these steps to view your tax return on your Android mobile phone app.
- Log in to the TaxCaddy mobile app.
- Tax returns that have been uploaded to your account will appear on the Overview screen. Tap the tax return you'd like to view.
If your tax professional has enabled 1041 tax return profiles on your account, tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.
Click here to learn more about 1041 tax return profiles in TaxCaddy.
- The tax return you selected will open in the Document Viewer.
- Once you've finished reviewing the information in the tax return, tap DONE to indicate that you've viewed this document.
You will still be able to view this tax return document again by selecting it from your Task List on the Overview screen.
- Once you've viewed your tax return, you will be returned to the Overview screen where you may be prompted to navigate to the next pending tax return document (if one exists).
- You can tap NEXT TASK to open your next review task in the Document Viewer to complete.
- You can tap CANCEL to remain on the Overview screen.
- Alternatively, you can tap the Menu
icon, then select Tax Returns to be directed to a comprehensive list of tax returns uploaded to your account.
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