When your tax professional needs you to upload a document, their request appears in your requested items under Document Requests.

Tip:  You can also upload documents that your tax professional has not requested, or retrieve documents directly from your financial institution.

iPhone mobile phone app

Follow these steps to upload a requested item by taking a photo with the TaxCaddy iPhone mobile phone app.

Tip: You can also retrieve documents directly from your financial institution or upload requested items.

Sign in to the TaxCaddy mobile app and tap the Documents icon.
Select the applicable tax year.
Tap Requested.
Under To Upload, tap the menu icon to the right of the document you want to upload.
Tap Take a photo to take a photo of your tax document.
Position the camera over the document. Additional instructions appear onscreen. The photo will be captured automatically when the camera is properly aligned with the document. Alternatively, tap Switch to Manual Shutter to take the photo manually.
Alternatively, you can tap Upload a File to upload from Google Drive or Dropbox.

You can also tap Reply With Amount to reply with an amount.

Android mobile phone app

Follow these steps to upload a requested item by taking a photo with the TaxCaddy Android mobile phone app.

Tip: You can also retrieve documents directly from your financial institution or upload requested items.

Sign in to the TaxCaddy mobile app, then tap the Menu icon
Tap Tax Documents.
Tap the Tax Year icon to select the applicable tax year.
Under the To Upload category, tap the Menu icon
Tap Take a photo to take a photo of your tax document.

Alternatively, you can tap Upload a File to upload a document from your device, Google Drive, or Dropbox.
If you selected to take a photo, then position the camera over the document. Additional instructions appear onscreen. The photo will be captured automatically when the camera is properly aligned with the document. Alternatively, tap SWITCH TO MANUAL SHUTTER to take the photo manually.
Tap RETAKE to take the photo again, EDIT to edit the photo, or USE to use the current photo.
Once you've taken your photo, confirm whether or not the document contains multiple pages.
TaxCaddy confirms your document was uploaded and the document is added to Uploaded Tax Documents.

Follow these steps to upload requested items using TaxCaddy.com on your PC, Mac or tablet.

Browse to the location of the file on your device and select a file to upload.

Tip: Accepted file formats are: .pdf, .doc, .docx, .xls and .xlsx. You can upload multiple files to the same category at one time.

To include any additional documents with this Requested Item, drag the files onto the drop zone, or click Drag or click here to upload documents. When you're done, click Close.
The document request is removed from the Document Requests section of your requested items and your tax professional is notified that the document has been uploaded. The uploaded document will be moved to the Uploaded Documents tab.