How do I complete a fillable form document in TaxCaddy?
For more information about completing a fillable form document, click here.
How do I upload a document?
For information about uploading a document, click here.
How do I upload a picture of a document?
There are a few ways to upload a picture of a document using the internet, an iOS device, or an Android device. For instructions, click here.
How do I get documents that are on my phone into TaxCaddy?
If you have a document on your phone that you’d like to put into TaxCaddy, view instructions here.
How do I sign documents in TaxCaddy?
Documents can by signed by Taxpayers by following the instructions here. Documents can be signed by Spouses by following the instructions here.
How will I be notified when documents are uploaded to TaxCaddy?
You will receive an email when documents are saved to your TaxCaddy account.
How do I mark documents as reviewed?
For information about marking a document as “reviewed,” click here.
How do I save the information entered into the fill-in organizer?
For more information about saving information entered into the fill-in organizer, click here.