Documents that have been uploaded to your account by you, an additional user, or your tax professional, can be found in the Uploaded Documents view on the Documents page. From here, you can move or delete documents.

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TaxCaddy.com on PC, Mac or tablet

Follow these steps to view your uploaded documents using TaxCaddy.com on your PC, Mac or tablet.

1. Log in to TaxCaddy.com.
2. On the Overview screen, click Documents.
   
   

3. To view documents for a particular tax year, on the top left, click the tax year to select it.

   

    

4. The Requested Items screen opens. Click Uploaded Documents.
   
   
5. The Uploaded Documents screen opens. Your uploaded documents appear under their category.
   
   
   

   Tip: You can use your scroll wheel or down arrow key to scroll through the list.