Hey everyone, here's what's new in TaxCaddy this month:
Task list enhancements
We've updated the task list that displays the tasks requested of you by your tax professional. You can see these updates by navigating to the Overview screen of your TaxCaddy account.
Click here to learn more about the Overview screen.
Your document requests and any other requested tasks (questionnaire, confirming personal information, etc.) will be listed in the panel to the left. Click a task from this panel to open and begin working on that task!
Reopening Personal Info Task
You will now have the ability to reopen your Confirm - Personal Information task after it's been submitted. Unlike before, once you've completed and submitted your personal information task, it will remain in your Overview screen's task list.
Click here to learn more about the Task List.
Click here to learn more about submitting your personal information.
Completed personal info tasks will be denoted by a green check mark to indicate that it's been submitted.
After you've clicked the task, you'll be directed to the Summary screen where you can select the specific portion that requires an update.
Click here to learn more about providing your personal information.
This release note was amended on 01/23/2022.
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