The following is a list of known issues for TaxCaddy.
Known issues that have been resolved are tracked in a separate article.
Click here to view resolved issues.
Unable to add new Smart Links or retrieve documents from existing ones
- Added 08/08/23
- Description: Users are unable to add a new Smart Link to a client's account, and are erroneously getting an error that the Smart Link has already been added to their account. Additionally, client accounts with existing Smart Link connections are not able to receive their tax documents through Smart Links.
- Workaround: Download the relevant documents from your financial institution's website then upload the documents into TaxCaddy.
- Status: The fix is tentatively planned for September 2023.
- Issue ID: TCD-32636
Some users are unable to log into their TaxCaddy account for the first time after refreshing their browser once they open their invitation
- Added 08/03/23
- Description: If a taxpayer doesn't have a mobile phone number saved to their TaxCaddy record, refreshing the invitation screen before creating their account will cause the invitation link and any access links (including those sent via Invitation or the Send me a New Login Link feature) to expire.
- Workaround: There is no known workaround at this time. Please contact TaxCaddy Support to resolve this issue.
- Status: We are working to resolve this issue.
- Issue ID: TCD-33167
Users in the UK are unable to receive their two-factor authentication code when logging in to TaxCaddy
- Added 07/13/23
- Affected Product: TaxCaddy
- Description: Due to recently updated guidelines regarding Long Code international SMS messages to mobile phone numbers in the UK, users in the UK are no longer able to receive the 2FA codes required to sign into their TaxCaddy account.
- Workaround: Until the issue is resolved, please contact the TaxCaddy Support team to temporarily disable 2FA for your account. It can be enabled once this issue is resolved.
- Status: We are working to resolve this issue.
- Issue ID: TCSUP-8018
Comments
80 comments
A new known issue was added - Push notifications not working.
The issue Push notifications not working has been resolved and moved to TaxCaddy Resolved Issues.
A new known issue was added - TaxCaddy occasionally crashing when opening PDFs in Chrome
A new known issue was added - Forgot Password not working in TaxCaddy mobile apps.
The issue Moving documents fails and causes an error message has been resolved and moved to TaxCaddy Resolved Issues.
The issue TaxCaddy occasionally crashing when opening PDFs in Chrome has been resolved and moved to TaxCaddy Resolved Issues.
The issue Forgot Password not working in TaxCaddy mobile apps has been resolved and moved to TaxCaddy Resolved Issues.
A new known issue was added - Word documents that are converted to PDF can't be opened.
A new known issue was added - Connection requests from firms without logos cause the Android mobile app to crash.
The issue Connection requests from firms without logos cause the Android mobile app to crash has been resolved and moved to TaxCaddy Resolved Issues.
A new known issue was added - Issue listing multiple connection requests.
The issue Word documents that are converted to PDF can't be opened has been resolved and moved to TaxCaddy Resolved Issues.
The issue Small percentage of users experiencing problems with fillable PDFs has been added.
The issue Users receiving "Document loading error" when opening some documents has been added.
The issue Unable to add a document by sharing it with TaxCaddy has been identified and added.
The issue Signing up as a spouse with mobile apps not working as intended has been added.
The issue Signing up as a spouse with mobile apps not working as intended has been resolved and moved to TaxCaddy Resolved Issues.
The issue Undoing the deletion of a questionnaire does not work as intended has been identified and added to this article.
The issue Users receiving "Document loading error" when opening some documents has been resolved and moved to TaxCaddy Resolved Issues.
The issue Uploading from Google Drive in the Android TaxCaddy app is not working has been identified and added to this article.
The issue Issue listing multiple connection requests has been resolved and moved to the TaxCaddy Resolved Issues article.
The issue Tabbing through fillable PDFs not working as expected has been identified and added to this article.
The issue Uploading from Google Drive in the Android TaxCaddy app is not working has been resolved and moved to the TaxCaddy Resolved Issues article.
The issue Using ampersand "&" in a password causes log in error on iOS devices has been identified and added to this article.
The issue TaxCaddy occasionally closes when completing the questionnaire has been identified and added to this article.
The issue Using ampersand "&" in a password causes log in error on iOS devices has been resolved and moved to the TaxCaddy Resolved Issues article.
The issue Clicking the Back link in document viewer page exits TaxCaddy when visiting from a direct URL has been resolved and moved to the TaxCaddy Resolved Issues article.
The issue Enabling notifications that were previously disabled does not work as expected has been resolved and moved to the TaxCaddy Resolved Issues article.
The issue Tabbing through fillable PDFs not working as expected has been resolved and moved to the TaxCaddy Resolved Issues article.
The issue TaxCaddy occasionally closes when completing the questionnaire has been resolved and moved to the TaxCaddy Resolved Issues article.
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