Downloading multiple documents at once

Follow these steps to download multiple documents at once.

1. Log in to TaxCaddy.com, click Documents, then click Uploaded Documents.

   

    

2. Click the TAX YEAR menu to select the relevant tax year.
   
   If you see the TAX RETURN menu, select the intended tax return profile. Continue to the next step if this menu is not available.

    

3. Select the checkbox next to the documents you want to download.

   

    

4. To select all documents in a category, click the checkbox at the top of that category.

   

    

5. To select all documents, click the checkbox next to Select All at the top.

   

    

6. The total file size will be displayed at the top. You can only download 1 GB of files at a time. If there are more than 1 GB of files in your account, you'll need to download in multiple selections.  Click DOWNLOAD to begin your download.

   

    

7. The files will download in a .zip file.