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Getting Help | TaxCaddy Status
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Important Notice Regarding TaxCaddy’s Smart Links Feature Learn More >
  1. TaxCaddy
  2. Knowledge Base
  3. Documents

Documents

  • Downloading multiple documents at once
  • Importing saved or downloaded documents on your phone with TaxCaddy
  • Undo an action (delete, doesn't apply, already provided)
  • Renaming documents
  • Uploading documents
  • Uploading requested items
  • Replying with amount
  • Complete Form
  • Automatically retrieving documents from financial institutions (add Smart Links)
  • Viewing uploaded documents
  • Viewing and downloading documents
  • Viewing requested items
  • Signing documents as a taxpayer user
  • Signing documents as a spouse user
  • Reviewing documents (mark reviewed)
  • Indicating a requested item doesn't apply or was already provided
  • Messaging your tax professional about documents
  • Moving documents to other categories, tax years, or tax return types
  • Done Uploading
  • Deleting documents
  • Adding Charitable Contributions
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