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TaxCaddy Open Issues

Comments

94 comments

  • Dony J.

    A new known issue was added:

     

    Option to pay tax payments by check is currently unavailable

    0
  • 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.

    0
  • Dony J.

    The issue Option to pay tax payments by check is temporarily unavailable has been resolved and moved to the TaxCaddy Resolved Issues article.

    0
  • Dony J.

    The issue Certified Mail tracking number for payments doesn't appear in the email has been resolved and moved to the TaxCaddy Resolved Issues article.

    0
  • Dony J.

    A new known issue was added:

    Unable to connect Smart Links with "TIAA-CREF" or "Charles Schwab"

    0
  • Dony J.

    A new known issue was added:

    Some users will see blank fields when logging in to TaxCaddy

    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.

    0
  • Dony J.

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

    • Smart Links are currently not fetching documents
    0
  • Dony J.

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

    • Certain fillable fields not showing data when a user signs or reviews a document on a mobile device
    • Some users will see blank fields when logging in to TaxCaddy
    0
  • Dony J.

    A new known issue was added:

    • Some new users may receive another invitation email link after logging in
    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) 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:

    • Certain requests are appearing twice in the Activity Feed
    0
  • Corey Chan

    A new known issue was added:

    • Users receiving multiple SMS reminder notifications for tax payments
    0
  • Corey Chan

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

    • Users received multiple SMS reminder notifications for tax payments
    0
  • Corey Chan

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

    • Certain requests are appearing twice in the Activity Feed
    0
  • 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:

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

    A new known issue was added:

    • Unable to add new Smart Links or retrieve documents from existing ones
     

     

    0
  • Dony J.

    A new known issue was added:

    • New users are unable to create accounts through the iOS mobile app

     

    0
  • Dony J.

    A new known issue was added:

    • Some users are not able to sign E-file Authorizations
    0
  • Corey Chan

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

    • Unable to add new Smart Links or retrieve documents from existing ones
    • Some users are unable to log into their TaxCaddy account for the first time after refreshing their browser once they open their invitation
    • Users in the UK are unable to receive their two-factor authentication code when logging in to TaxCaddy
    0
  • Corey Chan

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

    • New users are unable to create accounts through the iOS mobile app
    • Some users are not able to sign E-file Authorizations
    0
  • Corey Chan

    A new known issue was added:

    • New mobile users are not receiving their 2FA codes to complete their onboarding when logging into their account for the first time
    0
  • Corey Chan

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

    • New mobile users are not receiving their 2FA codes to complete their onboarding when logging into their account for the first time
    0
  • Corey Chan

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

    • Your tax professional's logo is not appearing in emails they send you
    0
  • Corey Chan

    A new known issue was added:

    • Some users are unable to log in using their TaxCaddy invite
    0
  • 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
    0
  • 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
    0

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