Follow these steps to download your invoices when using TaxCaddy.com on your PC, Mac or tablet.
Sign in to TaxCaddy.com
Invoices uploaded to your account will be listed in the Task List found in the Overview screen under TAX RETURNS & PAYMENTS.
Click here to learn what each icon next to your invoices means in relation to their due dates.
Click an invoice listed to open it in the Document Viewer in the Invoices tab.
Invoices are only visible under the tax year they were created in by your tax professional. Your tax professional can place invoices due from a different tax year under the selected tax year. For example, your tax professional can have an invoice that was due the previous year and place it under the current year.
- Once you have opened the invoice in the document viewer window, click DOWNLOAD at the bottom of the window to download the invoice.
If you'd like to view a complete list of all invoices existing in your account, not just the unpaid ones, you can click the Invoices tab.
Select the applicable Tax Year.
- Click the Menu icon.
- When the options appear, click Download.
This will automatically download the selected document with any annotations placed on it by you or your tax professional.
Click here to learn how to download a document without its annotations.