Hi everyone, here's what's new in the TaxCaddy Android app this month:
Prepared by Firm option for document requests
You will now see the new Firm Preparing option available on the document request menu! The Firm Preparing status should be used when a document request is being handled by your tax professional. In cases like these, you do not need to upload a document for this request.
After you've selected your Document Requests task from the Overview screen, users will select the document request that they would like to fulfill.
From there, they will now see the option to mark a document request as Prepared by Firm in the document menu.
Once the Prepared by Firm option is selected, the document request will now be denoted with the Prepared by Firm icon to indicate your selection.
Document requests marked as Prepared by Firm will be prepared by your tax professional and require no further action on your end.
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