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Important Notice Regarding TaxCaddy’s Smart Links Feature Learn More >

TaxCaddy Open Issues

Comments

94 comments

  • Dony J.

    The issue Unable to select a different country when entering spouse's phone number has been resolved and moved to the TaxCaddy Resolved Issues article.

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  • Dony J.

    A new known issue was added:

    Certified Mail tracking number for payments doesn't appear in the email

    0
  • Dony J.

    A new known issue was added:

    • Task List is partially hidden on some browsers causing some requested items to appear hidden
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  • Dony J.

    A new known issue was added:

    • Certain requests are appearing twice in the Activity Feed
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  • Corey Chan

    A new known issue was added:

    • Users receiving multiple SMS reminder notifications for tax payments
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  • Corey Chan

    A new known issue was added:

    • Users in the UK are unable to receive their two-factor authentication code when logging in to TaxCaddy
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  • Dony J.

    A new known issue was added:

    • Some users are unable to view their 2022 tax returns after switching over to a new firm
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  • Corey Chan

    The following known issue(s) have been resolved and moved to Resolved Issues:

    • Some users are unable to log in using their TaxCaddy invite
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  • Corey Chan

    The following known issue(s) has been resolved and moved to Resolved Issues:

    • Some new users may receive another invitation email link after logging in
    0
  • Dony J.

    A new known issue was added:

    Smart Links are currently not fetching documents

    Added

    08-18-2021

       

    Description

    Connected Smart Links are temporarily experiencing issues retrieving documents automatically.

    Workaround

    Please download the document from your institution(s) then upload the document to TaxCaddy.

    Status

    We are working to resolve this issue.

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  • Corey Chan

    A new known issue was added:

    • Spouse users are unable to sign documents from the main taxpayers' account
    0
  • Corey Chan

    A new known issue was added:

    • Some users are unable to log into their TaxCaddy account for the first time after refreshing their browser once they open their invitation
    0
  • Corey Chan

    The following known issue(s) has been resolved and moved to Resolved Issues:

    • Unable to connect Smart Links with "TIAA-CREF" or "Charles Schwab"
    0
  • Corey Chan

    The following known issue(s) have been resolved and moved to Resolved Issues:

    • Client Task List is partially hidden on some browsers causing some requested items to appear hidden
    0
  • Dony J.

    A new known issue was added - Smart Links needs attention notification

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  • Dony J.

    A new known issue was added - New subcategory does not appear automatically

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  • Dony J.

    The issue Enabling notifications that were previously disabled does not work as expected has been resolved and moved to the TaxCaddy Resolved Issues article.

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  • Dony J.

    The issue Smart Links needs attention notification has been resolved and moved to the TaxCaddy Resolved Issues article.

    0
  • Dony J.

    A new known issue was added - Unable to switch documents from the Document Viewer

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  • Dony J.

    The issue TaxCaddy occasionally closes when completing the questionnaire has been identified and added to this article.

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  • Dony J.

    A new known issue was added:

     

    Option to pay tax payments by check is currently unavailable

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  • Peter A.

    The issue Word documents that are converted to PDF can't be opened has been resolved and moved to TaxCaddy Resolved Issues.

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  • Peter A.

    The issue Push notifications not working has been resolved and moved to TaxCaddy Resolved Issues.

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  • Dony J.

    A new known issue was added:

    Some users will see blank fields when logging in to TaxCaddy

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  • Dony J.

    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.

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  • Peter A.

    The issue Forgot Password not working in TaxCaddy mobile apps has been resolved and moved to TaxCaddy Resolved Issues.

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  • Peter A.

    The issue Issue listing multiple connection requests has been resolved and moved to the TaxCaddy Resolved Issues article.

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  • Peter A.

    The issue Small percentage of users experiencing problems with fillable PDFs has been added.

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  • Peter A.

    The issue Connection requests from firms without logos cause the Android mobile app to crash has been resolved and moved to TaxCaddy Resolved Issues.

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  • Dony J.

    The issue Deleting documents via the pick list causes error message has been resolved and moved to the TaxCaddy Resolved Issues article.

    0

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