You can fulfill your tax professional's document request by replying to it with an amount.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to resolve a Document Request by replying with an amount:
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Log in to TaxCaddy.com.
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On the Overview screen, you will see a Task List on the left, with your Upload requests listed as [Tax Year] Document Requests.
Your progress in completing all of your Upload tasks will be denoted with the Progress
icon.
- Click [Tax Year] Document Requests to open a list of your document requests to the right of your Task List.
By default, both pending and previously fulfilled requests will be displayed. However, you can click the drop-down menu to specify that only Open Requests be displayed.
- Click the MORE OPTIONS menu to view all fulfillment options for this request, then click Reply With Amount.
Click here to learn how to fulfill a request with an upload.
Click here to learn how to indicate that a request doesn't apply or was already provided.
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The Reply With Amount dialog box will appear. Fill the form, then click Next.
The Next button will be disabled until the Amount is entered.
To reply with multiple amounts, click
Add Another Amount.
To delete an amount, click the Delete
icon.
You can add details in the Description field to specify each amount.
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Reply With Amount dialog box will allow you to review the data. Click Back to make changes, click Send Reply to fulfill the document request with an amount.
- The Completed Upload
icon will appear next to the associated document request.
Click here to learn more about the various icons that may appear with your request. - You can also find the completed Document Request under the Uploaded Documents tab of your Documents screen.
Click here to view uploaded documents in TaxCaddy.
iOS mobile app
Follow these steps to reply with an amount on your iOS mobile phone app.
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Sign in to the TaxCaddy mobile app then tap the Documents icon.
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Select the applicable tax year.
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, tap the Tax Return drop-down menu to select the tax return profile.
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If you're not on the Requested tab, then tap the Requested tab.
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Under the To Upload category, tap the Menu icon
on the document you want to upload.
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On the menu, tap Reply With Amount.
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On the Reply With Amount screen, fill the form, then tap Send Reply.
In order to continue, you must enter an Amount and/or Comment.
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When the Confirm Reply dialog box appears.
Tap Yes to resolve this document request.
Tap No to close without saving changes.
A confirmation message will appear on top. -
The requested document will be resolved and saved in the Uploaded tab. Tap the uploaded document to view it in the Document Viewer.
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The resolved document request will show Description, Amount, and Comments.
Android mobile app
Follow these steps to reply with an amount on your Android mobile phone app.
- Sign in to the TaxCaddy mobile app, then tap the Menu icon.
- Tap Tax Documents.
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, tap the Tax Return drop-down menu to select the tax return profile.
- Under the To Upload category, tap the Menu
icon on the document you want to upload.
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On the menu, tap Reply With Amount.
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On the Reply With Amount screen, fill the form, then tap Send Reply.
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If you see the Required Field Missing dialog box then tap OK. You must enter an Amount and/or Comment to continue.
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When the Confirm Reply dialog box appears.
Tap OK to resolve this document request.
Tap Cancel to close without saving changes. -
The requested document will be resolved and saved in the Uploaded tab. Tap to open the document.
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The resolved document request will show Description, Amount, and Comments.
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