Release Notes 2021-08-11, Web (1041 Tax Return Profile)

Hey there! This is what's new in TaxCaddy this month.

Labels 

You can now see all of your uploaded documents on one screen, regardless of the tax return type. Click the Documents tab, then select All from the TAX RETURN menu to view all documents. Each document will have labels specifying whether it was uploaded to a 1040 or 1041 tax return profile.

Click here to learn more about 1041 tax return profiles.

Click here to learn more about viewing your documents.