You can discuss your return with your tax professional by sending messages from the message panel when viewing a tax return, which creates a new thread associated with that document in Messages.
Message panels also appears for documents, questionnaire, tax returns, tax payments, and invoices.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to message your tax professional regarding your return using TaxCaddy.com on your PC, Mac, or tablet.
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Sign in to TaxCaddy.com
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Under Quick access options, click View ... Tax Returns panel to see tax returns uploaded for the current tax year.
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Alternatively, you can also click Tax Returns on the navigation panel.
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Select the tax year. Tax returns are only visible under the tax year they were created in by your tax professional.
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Click the tax return you want to view and send a message about.
- On the Messages panel, type your message into the textbox, then click Send. Your tax professional's reply appears in the thread on this panel. The message thread is also accessible from the Messages page on the navigation panel.
iOS mobile app
Follow these steps to message your tax professional regarding your return on the iPhone mobile phone app.
- Sign in to the TaxCaddy mobile app.
- Tap Tax Returns on the tab bar.
- Tap the tax return about which you want to message your tax professional.
- Tap the Message icon.
- Enter your message then tap the Send icon
Android mobile app
Follow these steps to message your tax professional regarding your return on the Android mobile phone app.
- Sign in to the TaxCaddy mobile app.
- Tap the Menu
icon.
- Tap Tax Returns.
- Tap the Tax Return about which you want to message your tax professional.
- Tap the Message icon
- Type your message and tap the Send icon
to send your message.
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