TaxCaddy.com on PC, Mac or tablet
Document Viewer allows you to view, review, and sign documents uploaded by you and/or your tax professional.
Click here to learn more about viewing requested items.
Click here to learn more about viewing uploaded documents.
Header
The header shows the document name, uploaded date, and the document uploader. You can click the link on the left to go back to the previous page. The Fillable Form icon indicates that the current document has fillable form fields that can be filled out.
When viewing certain documents (i.e. uploaded documents, invoices, tax returns, etc.) you can use the drop-down menu on the right to toggle between different documents without going back to the previous screen.
When viewing a Sign/Review request or tax return document in the Overview screen's document viewer, you will also see the Message icon at the top of the panel. Use this icon to send your tax professional a message specifically about the open request.
Click here to learn more about messaging your tax professional about a request.
Side Panel
The side panel helps you navigate a multi-page document by viewing thumbnails of each page of the current document. You can also use the search feature to find keywords or phrases.
Footer
The footer allows you to download documents and perform applicable actions on the document (i.e. Sign, Review, Pay, etc.). You can also view the current document status next to the Download button.
You may see the following icons on the footer:
Icons | Descriptions |
Downloads the document | |
Moves the document to another category | |
Deletes the document | |
Pay invoice or mark tax payment voucher as paid. |
Document Viewer's footer varies based on the document's status and purpose.
Review document
Click here to learn more about reviewing documents.
Before
After
Sign document
Click here to learn more about signing documents
Before
After
Note: A document(s) will be secured in read-only mode once it has been signed or reviewed.
Invoice
Click here to learn more about invoices.
Before
After
iOS mobile app
Document Viewer allows you to view, review, and sign documents uploaded by you and/or your tax professional.
Click here to learn more about viewing requested items.
Click here to learn more about viewing uploaded documents.
Header
The header shows the document name and also allows you to message your tax professionals. You can tap the ellipsis ... to view additional information.
PDF Viewer panel
The Document Viewer panel contains the View Settings icon. Tap this icon to see your different display options when viewing a document.
From here, you can browse the settings that improve your reading experience.
Floating icon
The floating icon allows you to perform applicable actions on the document (i.e. Sign, Review, Pay, etc.). It varies based on the document's status and purpose.
Click here to learn more about reviewing documents.
Click here to learn more about signing documents.
Android mobile app
The Document Viewer allows you to view, review, and sign documents uploaded by you and/or your tax professional.
Click here to learn more about viewing requested items.
Click here to learn more about viewing uploaded documents.
Header
The header shows the document name and also allows you to message your tax professionals. You can tap the ellipsis ... to view additional information. You can tap the arrow on the left to go back to the previous screen.
PDF Viewer panel
The Document Viewer panel contains the View Settings icon. Tap this icon to see your different display options when viewing a document.
From here, you can browse the settings that improve your reading experience.
Floating icon
The floating icon allows you to perform applicable actions on the document (i.e. Sign, Review, Pay, etc.). It varies based on the document's status and purpose.
Click here to learn more about reviewing documents.
Click here to learn more about signing documents.
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