Hi! Here's what's new in TaxCaddy!
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.
You can fill the form in the Document Viewer then send it back to your tax professional as a completed form.