Release Notes 2021-07-15, Web (1041 Tax Return Profile)

Hi there! Here's what's new for TaxCaddy this month.

1041 tax return profiles

TaxCaddy now offers the ability to manage your 1041 tax return documents for trusts or estates. Your tax professional can create 1041 tax return profiles for your TaxCaddy account. This gives you the ability to upload completely new documents specifically for your 1041 tax return.

If your tax professional has already created a 1041 tax return profile for you, then go to Documents then select the TAX RETURN drop-down menu. 

Click here to learn more about 1041 tax returns on TaxCaddy.

To upload documents to your 1041 tax return profile, be sure to select the correct TAX RETURN from the Upload Documents dialog box.