Document requests sent by your tax professional can be supplied by uploading the requested items. However, if the document is no longer applicable, already provided, or if it will be handled by your tax professional, then you can use one of the following options to fulfill your tax professional's request:
- Doesn't Apply: This requested item does not apply to you
- Already Provided: This requested item was provided to your tax professional elsewhere
- Firm Preparing: Your tax professional will be preparing this request on your behalf
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to indicate a requested document doesn't apply, was already provided, or will be handled by your tax professional 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, with your Upload requests listed as [Tax Year] Document Requests.
- Click [Tax Year] Document Requests to open a list of your document requests to the right of your Task List.
By default, both pending and previously fulfilled requests will be displayed. However, you can click the drop-down menu to specify that only Open Requests be displayed.
- Click the MORE OPTIONS menu to view all fulfillment options for this request, then click Doesn't Apply, Already Provided, or Firm Preparing.
- Doesn't Apply: This requested item does not apply to you
- Already Provided: This requested item was provided to your tax professional elsewhere
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Firm Preparing: Your tax professional will be preparing this request on your behalf
Click here to learn how to fulfill a request with an upload.
Click here to learn how to fulfill a request by replying with an amount.
- Depending on your choice, the Doesn't Apply, Already Provided, or Firm Preparing icon will appear next to the associated document request.
Click here to learn more about the various icons that may appear with your request.
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If you want to restore the document request, reopen the MORE OPTIONS menu, then click Undo Doesn't Apply, Already Provided, or Firm Preparing.
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 [Tax Year] Document Requests to navigate to your pending document requests.
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Your document requests will appear under [Tax Year] Document Requests. Tap the request that does not apply or that was already provided.
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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, was already provided, or will be handled by your tax professional.
Android mobile app
Follow these steps to indicate a Requested Item doesn't apply, has already been uploaded, or will be handled by your tax professional using the TaxCaddy Android mobile phone app.
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Sign in to the TaxCaddy mobile app and tap [Tax Year] Document Requests to navigate to your pending document requests.
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Your document requests will appear under [Tax Year] Document Requests. Tap the request that does not apply, was already provided, or will be handled by your tax professional.
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Tap Doesn't Apply, Already Provided, or Prepared by Firm. TaxCaddy displays a confirmation. Additionally, your tax professional is notified that the document doesn't apply, was already provided, or will be handled by your tax professional.
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