Moving documents allows you to assign documents to their respective categories if they were uploaded without a category or erroneously uploaded to the wrong category. For example, if a W-2 is incorrectly uploaded as a 1099-MISC then you can move the document to make the correction.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to recategorize a document using TaxCaddy.com on your PC, Mac or tablet.
- Log in to TaxCaddy.com.
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Click Documents then click Uploaded Documents.
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Click the Menu
icon
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Click Move To.
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Click the appropriate tax year. Select a category from the list or, alternatively, click Show All and then type a category name into the search box.
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To use an existing subcategory for the document, click a subcategory. To add a new subcategory, click Add New.
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If you're creating a new subcategory, type a new subcategory name into the box and then click the check mark to save the new subcategory.
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Click the subcategory and click Done.
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You will see a confirmation message after the document is moved.
iOS mobile app
Follow these steps to recategorize a document using the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app then tap Documents on the tab bar.
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To view documents for a particular tax year, on the top left, tap the tax year to select a different tax year.
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Tap Uploaded to see your uploaded documents.
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Your documents are displayed under their categories. Tap the Menu icon
next to the document you want to move.
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Tap Move Document.
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To move the document to another tax year, tap the tax year on the top right.
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Tap a category from the list or tap All. You can also type a category name in the search field.
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If applicable, tap a subcategory or tap the Add New icon
to add a new category.
If you selected to add a new category then enter the new category name then tap Next.
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You'll see the tax year, category, and subcategory on this screen.
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Tap Move.
Android mobile app
Follow these steps to recategorize a document using the Android mobile phone app.
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Sign in to the TaxCaddy mobile app.
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Tap the Menu
icon
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Tap Tax Documents.
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To view documents for a particular tax year, on the top right, tap the Tax Year icon
to select a different tax year.
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Tap Uploaded to see your uploaded documents.
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Tap the Menu
icon next to the document you want to move.
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Tap Move Document.
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To move the document to another tax year, tap the tax year on the top right.
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Tap a category from the list or tap All. You can also type a category name in the search field.
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If applicable, tap a subcategory or tap the Add New icon
to add a new category.
If you selected to add a new category then enter the new category name then tap Next.
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You'll see the tax year, category, and subcategory on this screen.
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Tap Submit.
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