accessing my tax folders to upload documents

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Fredric Waldstein

February 08, 2021 16:17

I can't seem to get to my folders.

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  Cynthia Schaefer February 14, 2021 15:13

  me neither

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  Richard J. King January 21, 2023 13:23

  me neither too

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  Curtis Robb January 23, 2023 17:18

  How do I upload my tax documents

   

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  Horace Hamby January 24, 2023 00:40

  Help to sign on

   

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  Theodore Marakis February 07, 2023 15:36

  can't get to documents

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  Penny Krautbauer February 20, 2023 22:20

  Cannot get to my documents either and would like to finish my taxes

   

   

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  Belinda Karge March 08, 2023 03:52

  This is so frustrating, I can't locate how to upload documents in my caddy. 

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  Todd Kowalski March 12, 2023 21:03

  Cannot upload documents, 

  Frustrated with this whole thing. Ready to mail, but do not want to pay the $150.00 fee to do so

   

   

   

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  James S. March 15, 2023 16:33

  Please allow me to provide some information that you may find useful in order to upload documents to your account.

   

  To begin, here is the link to our Help Center article which shows step-by-step instructions to get you started: Uploading documents

   

  Here are some things you need to know about uploading documents:

   

  • The only accepted file types are: .pdf, .doc, .docx, .xls, & .xlsx.
  • You can upload files from a folder, but they must be labeled and categorized one at a time.
  • ZIP files are not supported, however you can extract them to a file folder and upload that way.

   

  What if I don't have a scanner, or my scanner only provides jpegs?

  Our TaxCaddy app on iOS and Android allows you to scan (photograph) your documents and upload straight from your device! You will have the same options to categorize, move, and update as you would on our website.

  Go here for more information: Getting the TaxCaddy mobile app.

   

  Please let me know if I can be of any further assistance, I am here to help!

   

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