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TaxCaddy.com on PC, Mac or tablet

Follow these steps to recategorize a document using TaxCaddy.com on your PC, Mac or tablet. 

1. Log in to TaxCaddy.com.
   
   
2. From the Overview screen, click Documents.
   
   
   
   
3. Point to the document you want to move and click the  menu icon that appears.
   
   
   
   
4. Click Move To. 
   
   
   
   
5. 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.
   
   
   
   
6. To use an existing subcategory for the document, click a subcategory. To add a new subcategory, click Add New.  
   
   
   
   
7. If you're creating a new subcategory, type a new subcategory name into the box and then click the green check mark to save the new subcategory. 
   
   
   
   
8. Click the subcategory and click Done. 
   
   
   
   
9. TaxCaddy confirms the document was moved.