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TaxCaddy Resolved Issues

Comments

45 comments

  • Corey Chan

    The following known issue(s) has been resolved and added to this article:

    • Users received multiple SMS reminder notifications for tax payments
    0
  • Dony J.

    The issue Viewing Tax Return does not remove it from the Tax Pro Request has been resolved and added to this article.

    0
  • Dony J.

    This issue Smart Links not fetching documents has been resolved and added to this article.

    0
  • Dony J.

    The issue Fillable PDF data not being saved after the document is signed, reviewed or uploaded (via Complete Form) has been resolved and added to this article.

    0
  • Dony J.

    The issue Smart Links needs attention notification has been resolved and added to this article.

    0
  • Dony J.

    The issue Unable to select a different country when entering spouse's phone number has been resolved and added to this article.

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  • Dony J.

    The issue Option to pay tax payments by check is temporarily unavailable has been resolved and added to this article.

    0
  • Dony J.

    The issue Certified Mail tracking number for payments doesn't appear in the email has been resolved and added to this article.

    0
  • Dony J.

    The following known issue(s) has been resolved and added to this article:

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

    The following known issue(s) has been resolved and added to this article:

    • 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
  • Corey Chan

    The following known issue(s) has been resolved and added to this article:

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

    The following known issue(s) has been resolved and added to this article:

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

    The issue [iOS] Signature icon not appearing has been resolved and added to this article.

    0
  • Corey Chan

    The following known issue(s) has been resolved and added to this article:

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

    The following known issue(s) have been resolved and added to this article:

    • 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 added to this article:

    • 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

    The following known issue(s) have been resolved and added to this article:

    • 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 added to this article:

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

    The following known issue(s) have been resolved and added to this article:

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

    The following known issue(s) have been resolved and added to this article:

    • Some users are unable to view their 2022 tax returns after switching over to a new firm
    0
  • Corey Chan

    The following known issue has been resolved and added to this article:

    • Client Task List is partially hidden on some browsers causing some requested items to appear hidden
    0
  • Corey Chan

    The following known issue has been resolved and added to this article:

    • The Task List is not appearing for some users
    0
  • Corey Chan

    The following known issue has been resolved and added to this article:

    • Users are unable to fulfill tax payments using the Pay By Check feature
    0
  • Dony J.

    The issue Enabling notifications that were previously disabled does not work as expected has been resolved and added to this article.

    0
  • Peter A.

    The issue TaxCaddy occasionally crashing when opening PDFs in Chrome has been resolved and added to this article.

    0
  • Peter A.

    The issue Forgot Password not working in TaxCaddy mobile apps has been resolved and added to this article.

    0
  • Peter A.

    The issue Connection requests from firms without logos cause the Android mobile app to crash has been resolved and added to this article.

    0
  • Peter A.

    The issue Word documents that are converted to PDF can't be opened has been resolved and added to this article.

    0
  • Peter A.

    The issue Signing up as a spouse with mobile apps not working as intended has been resolved and added to this article.

    0
  • Peter A.

    The issue Users receiving "Document loading error" when opening some documents has been resolved and added to this article.

    0

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