TaxCaddy.com on PC, Mac, or tablet

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

Log in to TaxCaddy.com.
From the Overview screen, click Documents.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, you can select the correct profile from the TAX RETURN drop-down menu.
Click Uploaded Documents.
Click the Menu icon on the document tile.
Click Delete.
A dialog box appears asking if you are sure you want to delete this document. Click Yes. The document is removed from the account.

iOS mobile app

Follow these steps to delete a document using the iPhone mobile phone app.

Sign in to the TaxCaddy mobile app.
Tap the Documents icon on the navigation bar.
Select the applicable tax year.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, tap the Tax Return drop-down menu to select the tax return profile.
Tap the Uploaded tab to view uploaded documents.
Tap the Menu icon next to the document you want to rename.
Tap Delete.
A dialog box appears asking if you are sure you want to delete this document. Tap Yes. TaxCaddy confirms the document was deleted.

Follow these steps to delete a document using the Android mobile phone app.

Sign in to the TaxCaddy mobile app.
Tap the Menu icon
Tap Tax Documents.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, tap the Tax Return drop-down menu to select the tax return profile.
Tap Uploaded.
Tap the Menu icon next to the document you want to delete.
Tap Delete.
A dialog box appears asking if you are sure you want to delete this document. Tap Yes. TaxCaddy confirms the document was deleted.