TaxCaddy.com on PC, Mac, or tablet
Follow these steps to delete a document when using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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From the Overview screen, click Documents.
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Click Uploaded Documents.
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Click the Menu icon
on the document tile.
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Click Delete.
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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.
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Sign in to the TaxCaddy mobile app.
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Tap the Documents icon on the navigation bar.
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Select the applicable tax year.
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Tap the Uploaded tab to view uploaded documents.
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Tap the Menu icon
next to the document you want to rename.
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Tap Delete.
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A dialog box appears asking if you are sure you want to delete this document. Tap Yes. TaxCaddy confirms the document was deleted.
Android mobile app
Follow these steps to delete a document using the Android mobile phone app.
- 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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Tap Uploaded.
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Tap the Menu icon
next to the document you want to delete.
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Tap Delete.
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A dialog box appears asking if you are sure you want to delete this document. Tap Yes. TaxCaddy confirms the document was deleted.
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