Happy New Years! Here's what's new in TaxCaddy!
Complete Form
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.
Click here to learn more about Complete Form.
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.
Click here to learn more about Complete Form.
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