Happy New Years! Here's what's new in TaxCaddy!
On the Requested Items tab, certain documents requested by your tax professional can now be fulfilled by completing a fillable form instead of uploading a document. These fillable forms will show the Fillable Form icon under Documents > Requested Items > Documents Requested.
You can click the Menu icon then click Complete Form on the document menu.
Fill the form in the Document Viewer then send it back to your tax professional as a completed form.