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.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to view your uploaded documents using TaxCaddy.com on your PC, Mac or tablet.
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Log in to TaxCaddy.com.
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Click Documents, then click Uploaded Documents.
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Click the TAX YEAR menu to select the relevant tax year.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the correct TAX RETURN profile.
The All option will be selected by default. With All selected, you will see all of the uploaded documents for the selected tax year, regardless of the tax return type. The 1040 or 1041 badge indicates which tax return the document belongs to.
You can use the move documents feature to move documents to another tax year, category, or tax return profile.
Click here to learn more about moving documents. -
On the Uploaded Documents screen, your uploaded documents will appear under their respective categories.
You can use the scroll wheel on your mouse or the down arrow key on your keyboard to scroll through the list.
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You can click the document to view it in the Document Viewer window.
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You can now view your uploaded document in the Document Viewer panel.
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To go back, click UPLOADED DOCUMENTS on the upper left side. To skip directly to another uploaded document, click the drop-down menu on the right, then select the document you want to view.
iOS mobile app
Follow these steps to view your uploaded documents using the iPhone mobile phone app.
- Sign in to the TaxCaddy mobile app.
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Tap the Documents icon.
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Tap Uploaded.
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To view documents for a particular tax year, on the top left, tap the tax year to select a different tax year.
Skip to the next step if you do not see this option. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the correct TAX RETURN profile. The All option will be selected by default. With All selected, you will see all of the uploaded documents for the selected tax year, regardless of the tax return type.
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Tap on a document to view it in the PDF viewer.
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The uploaded document will open in the PDF viewer.
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To view your document information, tap the Menu icon
to open the document menu.
The bottom menu displays the document name, uploaded date, uploaded by, fillable form, and the document size.
Android mobile app
Follow these steps to view your uploaded documents using the Android mobile phone app.
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Sign in to the TaxCaddy mobile app, then tap the Menu
icon.
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Tap Tax Documents.
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Tap the Tax Year
icon to select the applicable tax year.
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Tap Uploaded.
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Your uploaded tax documents will appear under their respective category. Tap on a document to view it in the PDF viewer.
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The uploaded document will open in the PDF viewer.
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To view additional details, click the Menu icon
to open the document menu.
The bottom menu displays the document name, uploaded date, uploaded by, and the document size.
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