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.

Click here to show/hide instructions for iPhone mobile phone app 

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

Click here to show/hide instructions for Android mobile phone app 

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

TaxCaddy.com on PC, Mac or tablet

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

1. Log in to TaxCaddy.com.
2. Click Documents, then click Requested Items.
   
   
   
   

3. Click to select the applicable tax year.

   

    

4. Under Documents Requested, click the request you want to upload. Alternatively, you can drag a file onto the document placeholder.
   

   Tip: If your tax professional did not request the document you want to upload, or if there is not a document placeholder for it, click I have other documents that aren't listed here. 

   
5. 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. 

   
6. 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.
   
   
7. 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.