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, click the Review request to review a document(s).
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Under To Review, click the document you want to review.
If you were already on the Documents screen, make sure you are viewing your requested items by clicking Requested Items.
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.
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The document opens in the Document Viewer panel.
If the document has fillable forms
, 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 you are satisfied with the document, click MARK REVIEWED.
You can message your tax professional regarding this document using the message panel on the right.
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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, 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.
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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In the task list, tap the request to review a document.
- 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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Your requested items appear. Under To Review, tap the document you want to review.
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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 Reviewed
icon to mark the document as reviewed. Additionally, your tax professional is notified that you have reviewed the document and the document is removed from the To Review section of your requested items.
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.
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Android mobile app
Follow these steps to review a document using the Android mobile phone app.
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Sign in to the TaxCaddy mobile app.
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In the task list, tap the request to review a document.
- 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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Your requested items appear. Under To Review, tap the document you want to review.
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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.
Tap Mark Reviewed to mark it as reviewed. When you mark a document as reviewed, your tax professional is notified that you have reviewed the document and the document is removed from the To Review section of your requested items.
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.
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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