A: TaxCaddy is designed for your individual income tax return (also known as Form 1040). The categories, questionnaire, and document request list are based on your individual income tax return. However, if you have tax documents for a trust tax return, for example, you can upload those documents to TaxCaddy. Just be sure to note that the document contains “trust” in the file name and that you place it into a category that is completely separate from your individual tax documents. If you upload additional documents that aren’t for your individual tax return, please let your tax professional know.