TaxCaddy.com on PC, Mac or tablet
Follow these steps to download your invoices when using TaxCaddy.com on your PC, Mac or tablet.
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Sign in to TaxCaddy.com
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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.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.
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Click a tile to view the invoice.
- The selected invoice will appear in the Overview screen's document viewer.
- Once you have opened the invoice in the document viewer, click DOWNLOAD to begin downloading the invoice.
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You can click VIEW ALL INVOICES to view a complete list of invoices your tax professional uploaded to your account.
Alternatively, you can click the Invoices tab to be directed to a comprehensive list of tax returns uploaded to your account in the Tax Returns tab. - You can download invoices from the Invoices tab as well. 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.
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