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.
Click here to show/hide instructions for iPhone mobile phone app
iPhone mobile phone 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.
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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.
Click here to show/hide instructions for Android mobile phone app
Android mobile phone 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.
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.
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On the Uploaded Documents screen, your uploaded documents will appear under their respective categories.
Tip: You can use your scroll wheel or down arrow key 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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