Click here to show/hide instructions for iPhone mobile phone app
Click here to show/hide instructions for Android mobile phone app
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.
- From the Overview screen, click Documents.
- Point to the document you want to move and click the
menu icon that appears.
- Click Move To.
- 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.
- To use an existing subcategory for the document, click a subcategory. To add a new subcategory, click Add New.
- 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.
- Click the subcategory and click Done.
- TaxCaddy confirms the document was moved.
Comments
0 comments
Please sign in to leave a comment.