TaxCaddy.com on PC, Mac or tablet

Follow these steps to resolve a Document Request by completing a fillable form:

1. Log in to TaxCaddy.com.

2. Click Documents.

   
   
   

3. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the correct TAX RETURN profile.
   
4. Click Requested Items to view pending requests for your selected tax return.
   

5. Click the Tax Year menu to select the relevant tax year.

   

    

6. Under Documents Requested, the Fillable Form icon  indicates that a fillable form is attached to this document request. You can either fill the form or upload the requested document. To continue, click the Menu icon on the document tile.

   

    

7. If the requested document is a fillable form then you will see Complete Form as an option on the document tile. Click Complete Form.

   
   
   If you decide to upload a document rather than complete the form, you will be alerted that this will replace the attached fillable PDF and any data you've provided to it.
   Click CONTINUE to upload your document, or click COMPLETE FORM to fill the PDF your tax professional has provided.
   

    

8. Fill out the form in the Document Viewer.

   Document data is auto saved as you type. You can return back and continue from where you left.

   

    

9. Once you have completed the form, click SUBMIT to upload the form.

   

    

10. On the Submit Documents dialog box, select the check box then click Submit. Once the document is submitted, it can no longer be modified.

    

     

11. The document will be uploaded to the Uploaded Documents tab.

    

     

To redo the fillable form, delete the document from the Uploaded Documents tab. However, once the uploaded form has been deleted, it will be restored to its original state on the Requested Items tab. All entered data will be deleted.