When your tax professional needs you to review a document, their request appears in your requested items under To Review.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to review a document using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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On the Overview screen, you will see a Task List on the left, with your Review requests listed under Review.
Your progress in completing your Review tasks will be denoted with the Progress
icon. Once you've completed all your tasks, you will see the Completed
icon.
The Pin
icon appears next to the request you are currently viewing.
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Click a tile to view the Review request.
- Your Review request will appear in the Overview screen's document viewer.
If the document has fillable fields
, click in a field and type to enter data. As soon as you click out of the field, the document will automatically save your data.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password. -
If you are satisfied with the document, click MARK REVIEWED.
You can message your tax professional regarding this document using the Message
icon.
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A dialog box will appear if the reviewed document has fillable fields. To confirm you have reviewed the fillable fields and will no longer need to edit them, select the check box for I understand that this document has fillable fields and that I will not be able to edit it after submitting.
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Click SUBMIT to mark the document as reviewed, or click CANCEL to close without saving any changes.
Once you've fulfilled a review request, you will no longer be able to modify the contents of the reviewed document. Verify the information before completing your review.
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You will see a confirmation message once the document has been reviewed. The reviewed document is moved to Uploaded Documents tab.
A Completed - Alternatively, you can click Documents to switch to the Documents tab.
Open your Requested Items to view a list of items requested by your tax professional.
iOS mobile app
Follow these steps to review a document using the iPhone mobile phone app.
- Sign in to the TaxCaddy mobile app.
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Review requests that your tax professional has uploaded to your account will appear on the Overview screen. Tap the Review request you'd like to fulfill to view it.
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The document opens in the viewer.
If the document has fillable forms, tap on a field, then enter data. As soon as you click out of the field, the document will automatically save your data.
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Tap the MARK AS REVIEWED to mark the document as reviewed. Additionally, your tax professional is notified that you have reviewed the document.
A dialog box will appear if the reviewed document has fillable fields. To confirm you have reviewed all fillable fields and will no longer need to edit them, tap Review.
Once you've fulfilled a review request, you will no longer be able to modify the contents of the reviewed document. Verify the information before completing your review.
- Once you've completed your review request, you will be returned to the Overview screen where you may be prompted to navigate to the next pending review task (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.
Android mobile app
Follow these steps to review a document using the Android mobile phone app.
-
Sign in to the TaxCaddy mobile app.
-
Review requests that your tax professional has uploaded to your account will appear on the Overview screen. Tap the Review request you'd like to fulfill to view it.
-
The document opens in the viewer.
If the document has fillable forms, tap on a field, then enter data. As soon as you tap out of the field, the document will automatically save your data.
-
Tap MARK AS REVIEWED to mark it as reviewed. When you mark a document as reviewed, your tax professional is notified that you have reviewed the document.
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A dialog box will appear if the reviewed document has fillable fields. To confirm you have reviewed all fillable fields and will no longer need to edit them, tap AGREE & SUBMIT.
Once you've fulfilled a review request, you will no longer be able to modify the contents of the reviewed document. Verify the information before completing your review.
- Once you've completed your review request, you will be returned to the Overview screen where you may be prompted to navigate to the next pending review task (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.
Additional Notes:
- IRS requires e-signed records to be tamper-proof once they have been signed and reviewed. To ensure a document is legally binding, TaxCaddy will secure the document in Read-Only mode. This is a cautionary measure to ensure that digitally signed/reviewed documents cannot be tampered with or additional pages are not attached to the signed/reviewed document at a later time.
These signed/reviewed documents can still be viewed in Read-Only mode.
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