Click here to show/hide instructions for iPhone mobile phone app
iPhone mobile phone app
Follow these steps to upload documents by taking a photo with the TaxCaddy iPhone mobile phone app or uploading from other services.
Tip: You can also retrieve documents directly from your financial institution or upload requested items.
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Sign in to the TaxCaddy mobile app. If you were already signed in, make sure you are on the Overview screen by tapping the Overview icon on the navigation bar.
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Tap +Add a Document.
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To upload from local device or iCloud, tap Upload a File.
Alternatively, you can go to the Documents screen, tap the Menu icon 
then tap Upload a File.
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To take a photo, tap Take A Photo.
Alternatively, you can go to the Documents screen, tap the Menu icon then tap Take a Photo.
If you see the requesting permission dialog box.
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Position the camera over the document. Additional instructions appear onscreen. The photo will be captured automatically when the camera is properly aligned with the document. If TaxCaddy can't automatically take the photo after 20 seconds, you'll be given an option to take it manually.
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Tap the tax year to upload the document to another tax year.
Tap the tax year where the document should be uploaded.
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Tap a category for the document, or tap Decide Later to skip selecting a category.
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You can also tap All to view all the categories or use the search input field to search for a category by name.
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If applicable, tap a subcategory or add a new subcategory. Tap the Add icon to add a new subcategory.
Add a subcategory name then tap Next.
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Review your document information. You can change the document name, or tap the tax year, category, or subcategory to select a different option.
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Tap Save to upload the document.
Click here to show/hide instructions for Android mobile phone app
Android mobile phone app
Follow these steps to upload documents by taking a photo with the TaxCaddy Android mobile phone app.
Tip: You can also retrieve documents directly from your financial institution or upload requested items.
- Sign in to the TaxCaddy mobile app. If you were already signed in, make sure you are on the Overview screen by tapping the Menu icon
then Overview.
- Tap ADD A DOCUMENT.
- You can upload a document from your device or take a photo. To take a photo, tap Take a Photo.
- Position the camera over the document. Additional instructions appear onscreen. The photo will be captured automatically when the camera is properly aligned with the document. If TaxCaddy can't automatically take the photo after 20 seconds, you'll be given an option to take it manually.
- Tap RETAKE to take the photo again, EDIT to edit the photo, or USE to use the current photo.
- After taking the photo, confirm whether or not the document contains multiple pages.
- Type a name in Document name and then tap Continue.
- Tap a category for the document, or tap DECIDE LATER to skip selecting a category. If applicable, tap a subcategory.
Tip: You can add a new subcategory by tapping Add New on the subcategory list.
- To change the tax year, tap the tax year and choose a different one.
- After confirming your choices, tap Continue to upload the document.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to upload documents using TaxCaddy.com on your PC, Mac or tablet.
Tip: You can also retrieve documents directly from your financial institution, share downloaded or saved documents from your phone with TaxCaddy, or upload requested items.
- Log in to TaxCaddy.com.
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Click Drag or click here to upload documents or drag documents onto the drop zone.
Tip: Drop zones also appear in Requested Items and Uploaded Documents.
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Browse to the location of the file(s) on your device and select file(s) to upload.
Tip: Accepted file formats are: .pdf, .doc, .docx, .xls and .xlsx. You can upload multiple files to the same category at one time.
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When the Uploaded Documents dialog box appears, select a Category and Tax Year for the document.
If you are unable to find a category, click the Show All tab.
You can also use the search bar to find your category.
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Select a subcategory or click +Add New to add a new subcategory.
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Click Upload.
- Wait for the file(s) to complete uploading then click Close.
Tip: You can click Drag or click here to upload documents or drag additional documents onto the drop zone to upload more documents to the same category.
- The uploaded document will appear under the Uploaded Documents tab, placed under the assigned category and tax year.
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