Hi! Here's what's new in TaxCaddy!
Complete Form
On the Requested 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 Complete Form as an option on the document menu. You will also see the Fillable Form icon 
on the upper left corner.
Click here to learn more about Complete Form.
You can 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.
Comments
0 comments
Please sign in to leave a comment.