Tap a category for the document, or tap Decide Later to skip without selecting a category. Note: Some categories are only applicable to 1040 tax return types and will not appear when moving a 1041 specific document and vice versa.
Tap forms upload professional#
If your tax professional has enabled 1041 tax return profiles on your account, select the correct Tax Return in addition to the Tax Year before selecting the Category.Ĭlick here to learn more about 1041 tax return profiles in TaxCaddy. Tap the tax year where the document should be uploaded. Tap the tax year to upload the document to another tax year. If TaxCaddy can't automatically take the photo after 20 seconds, you'll be given an option to take it manually. The photo will be captured automatically when the camera is properly aligned with the document. If you see the requesting permission dialog box, tap OK to allow TaxCaddy access to your camera. If you selected Take a Photo for the first time, TaxCaddy will need permission to access the camera.
If you prefer to take a photo of your document, tap Take A Photo.Īlternatively, you can go to the Documents screen, tap the Menu icon then tap Take a Photo. To upload from a local device or iCloud, tap Upload Files.Īlternatively, you can go to the Documents screen, tap the Menu icon then tap Upload Files. You can upload a document from your device or take a photo. If you were already signed in, make sure you are on the Overview screen by tapping the Overview icon on the navigation bar. If an extension of time or other request for assistance is approved, you will need to submit all renewal documents and meet all of the program's eligibility requirements.Follow these steps to upload documents by taking a photo with the TaxCaddy iPhone mobile phone app or uploading from other services. You may need to submit medical documentation supporting your request. To request more time or other assistance, you may call 311, write to DOF, schedule a virtual appointment or complete a " Request for an Extension of Time Due to a Disability or Physical or Mental Impairment." This form is also available by contacting 311. If you need help accessing Department of Finance (DOF) programs and services or need more time because of a disability or physical or mental impairment, you can request additional time to file or obtain other assistance. Tax Abatement Credit (TAC) Adjustment Application: Use this form to apply for an adjustment to your TAC amount.SCRIE DRIE Transfer Application: Use this form to transfer out of one Rent Freeze program and into the other.