TaxCaddy allows you to view a summary of your tax return without requiring you to view or download the complete tax return. To review the tax return in detail, you can open the tax return in the Document Viewer in TaxCaddy or download the tax return PDF to your local machine.
Click here to learn more about viewing your tax return in TaxCaddy.
Click here to learn more about downloading your tax return.
Your tax summary will only be available once your tax professional provides the information.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view your tax return summary using TaxCaddy.com on your PC, Mac, or tablet.
Sign in to TaxCaddy.com
Click Tax Returns.
Your tax summary will be displayed on the right if available.
You can also see a less detailed summary on the Overview screen in the View...Tax Returns panel.
iOS mobile app
Follow these steps to view your tax summary on the iPhone mobile phone app.
Sign in to the TaxCaddy mobile app.
Tap Tax Returns on the tab bar.
Your tax summary will be displayed at the top if it's available.
Swipe to see your state tax summaries if they have been provided.
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