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77 comments

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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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    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.

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

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    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.

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    Dony J.

    A new known issue was added:

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

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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.

    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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  • Avatar
    Dony J.

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

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

    A new known issue was added:

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

    A new known issue was added:

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

    A new known issue was added:

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

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

    • Users received multiple SMS reminder notifications for tax payments
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  • Avatar
    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
    Comment actions Permalink
  • Avatar
    Corey Chan

    A new known issue was added:

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