TaxCaddy Tips & Resources

Below you’ll find information, tips, and resources that will assist you with using TaxCaddy this year.

  • Instead of using the camera on your smartphone, be sure to use TaxCaddy’s photo-scan feature to take pictures of your documents. TaxCaddy will convert your photos to high-quality PDF images in your account.  It’s best to directly upload PDF documents, especially brokerage 1099s.  You can do this by dragging and dropping the PDF into your account. Here’s what it looks like in the TaxCaddy app on your smartphone.

  • Setting up Smart Links for your government tax documents allows us to receive your tax documents as soon as they’re available. We recommend setting up Smart Links to save you time and expedite the tax filing process.

  • Selecting “Reply With Account” for any requested document is especially helpful for medical expenses and charitable donations and contributions. For your personal records, make sure to keep any written acknowledgement of a contribution of $250 or more from a charity.  For the purpose of preparing your tax return, a summary of all contributions is all that’s needed.  Each individual acknowledgement letter or receipt is not necessary.

Auditors | Accountants | Consultants | CPAs – Adams Brown is a Certified Public Accounting firm serving high net worth individuals and businesses across the central United States, including Kansas and Arkansas offices in Wichita, Kansas City, Great Bend, Colby, Hays, McPherson, and Jonesboro (AR). The firm provides a variety of tax, audit, consulting, and advisory services to guide businesses toward their goals.  Key industries served include agriculture, construction, government municipalities, professional services, and manufacturing.  To help businesses recover from the COVID-19 pandemic, we provide a variety of consulting services including outsourced accounting, cash flow planning, and comprehensive tax review.