Release Notes 2021-09-08, Web (Follow-up questions)

Hi everyone! Here's what's new to TaxCaddy this month:

• Follow-up questions
• Downloading 1041 documents

Follow-up questions

TaxCaddy now offers your tax professional the option to ask a follow-up question. When filling out your questionnaire, you may see a follow-up question appear under your original question. A follow-up question is triggered by the answer you provide to a multiple-choice question. Once the follow-up question appears, answer it the way you would an ordinary question and proceed with your questionnaire.
Click here to learn more about answering follow-up questions.

Downloading 1041 documents

You can now download files from the Uploaded Documents panel of your 1041 tax return profile. Click the checkbox of each individual file or category you wish to download, or click the Select All checkbox to bulk download every uploaded document. Click DOWNLOAD at the top right to begin your download.
Click here to learn more about downloading uploaded documents.