When your tax professional needs you to upload a document, their request appears in your requested items under Document Requests.
You can also upload documents that your tax professional has not requested, or retrieve documents directly from your financial institution.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to upload requested items using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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Click Documents.
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Click to select the applicable tax year.
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, you can select the correct TAX RETURN profile.
- Click Requested Items to view pending requests for your selected tax return.
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Under Documents Requested, click the request you want to upload. Alternatively, you can drag a file onto the document placeholder.
If your tax professional did not request the document you want to upload, or if there is no document placeholder for it, click Upload a Tax Document Not Listed Here.
If a requested document has a fillable form
icon then you have the option to complete the form instead of uploading the document.Click here to learn more about completing a requested fillable form document.
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Browse to the location of the file on your device and select a file to upload.
Accepted file formats are: .pdf, .docx, .xls and .xlsx. You can upload multiple files to the same category at one time.
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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.
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After you provide the requested item, the document request will be removed from the Document Requests section of your Requested Items tab. Your tax professional will also be notified that the document has been uploaded. You can click the Uploaded Documents tab to view the uploaded document.
iOS mobile app
Follow these steps to upload a requested item by taking a photo with the TaxCaddy iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app, then tap the Documents icon.
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Select the applicable tax year.
- 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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Tap Requested if it is not already selected.
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Under To Upload, tap the Menu
icon to the right of the document you want to upload.
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You can upload a document from your device or take a photo. Tap Take a photo to take a photo of your tax document.
If you selected Take a Photo for the first time, TaxCaddy will need permission to access the camera. Tap SET PERMISSION to continue.
If you see the requesting permission dialog box, tap OK to allow TaxCaddy access to your camera.
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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.
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Alternatively, you can tap Upload a File to upload from Google Drive or Dropbox.
Accepted file formats are: ".pdf, .docx, .xls and .xlsx. You can upload multiple files to the same category.
You can also tap Reply With Amount to reply with an amount.
- After you provide the requested item, the document request will be removed from the Requested tab. Your tax professional will also be notified that the document has been uploaded. You can tap the Uploaded tab to view the uploaded document.
Android mobile app
Follow these steps to upload a requested item by taking a photo with the TaxCaddy Android mobile phone app.
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Sign in to the TaxCaddy mobile app, then tap the Menu
icon.
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Tap Tax Documents.
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Tap the Tax Year
icon to select the applicable tax year.
- 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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Under the To Upload category, tap the Menu
icon.
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Tap Take a photo to take a photo of your tax document.
If you selected Take a Photo for the first time, TaxCaddy will need permission to access the camera. Tap SET PERMISSION to continue.
If you see the requesting permission dialog box, tap OK to allow TaxCaddy access to your camera.
Alternatively, you can tap Upload a File to upload a document from your device, Google Drive, or Dropbox.
Accepted file formats are: ".pdf, .docx, .xls and .xlsx. You can upload multiple files to the same category.
- 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.
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Tap RETAKE to take the photo again, EDIT to edit the photo, or USE to use the current photo.
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Once you've taken your photo, confirm whether or not the document contains multiple pages.
- After you provide the requested item, the document request will be removed from the Requested tab. Your tax professional will also be notified that the document has been uploaded. You can tap the Uploaded tab to view the uploaded document.
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