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
On the Overview screen, you will see a Task List on the left with your tax summary listed as View - [Tax Year] Tax Summary if it is available. Click your tax summary.
Your tax summary will open in the Overview screen's document viewer.
Alternatively, you can click Tax Returns to be directed to your tax summary in the Tax Returns tab.

Or you can review a less detailed version of your tax summary on the Overview screen in the View...Tax Returns panel.