Document requests sent by your tax professional can be supplied by uploading the requested items. However, if the document is no longer applicable or already provided then you can use the Doesn't Apply or Already Provided option to fulfill your tax professional request.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to indicate a requested document doesn't apply or was already provided 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 Upload request to upload a document(s).
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Under Document Requests, click the Menu
icon on the document that doesn't apply to you or was already provided. -
Click either Doesn't Apply or Already Provided. The document request is removed from the Document Requests section of your requested items.
If you want to restore the document request, point to the activity in the Activity Feed panel, click Undo after it appears on the screen.
iOS mobile app
Follow these steps to indicate a Requested Item doesn't apply or has already been uploaded while using the TaxCaddy iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app and tap a request to upload a document.
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Under the To Upload section, tap the Menu icon
to the right of the document.
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Tap either Doesn't Apply or Already Provided. TaxCaddy displays a confirmation. Additionally, your tax professional is notified that the document doesn't apply or was already provided and the document request is removed from the To Upload section of your requested items.
Android mobile app
Follow these steps to indicate a Requested Item doesn't apply or has already been uploaded while using the TaxCaddy Android mobile phone app.
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Sign in to the TaxCaddy mobile app and tap a request to upload a document.
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Under the To Upload section, tap the Menu icon
to the right of the document. In the menu that appears, tap Already provided or Doesn't apply.
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Tap either Doesn't Apply or Already Provided. TaxCaddy displays a confirmation. Additionally, your tax professional is notified that the document doesn't apply or was already provided and the document request is removed from the To Upload section of your requested items.
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