Gathering personal information helps your tax professional prepare your tax return(s). The Personal Information screen in TaxCaddy allows you to conveniently share your personal information without filling out paperwork and then sending it back to your tax professional. Filling out personal information in TaxCaddy can be especially useful if this is your first year with your tax professional.
Please note that at any point in this task, the SKIP THIS STEP feature will give you the ability to proceed to the next screen if you choose to opt out of providing any information requested.
TaxCaddy.com on PC, Mac, or tablet
Table of Contents:
- Step 1. Go to the Personal Information screen
- Step 2. Enter Social Security Number
- Step 3. Enter state ID
- Step 4. Enter spouse social security number
- Step 5. Enter spouse state ID
- Step 6. Enter Mailing Address
- Step 7. Dependent Information
- Step 8. Banking Information
- Step 9. Summary
- Edit Data
- Autofill Personal Information
Step 1. Open the Personal Information screen
Follow these steps to confirm your personal information when using TaxCaddy.com on your PC, Mac, or tablet.
Sign in to TaxCaddy.com
On the Task List (left panel), click Confirm - Personal Information.
Your progress in completing your Personal Information tasks will be denoted with the Progressicon. Once you've completed this task, you will see the Completed
icon.
Your Personal Information task will open to the right of your Task List in the Overview screen.
Step 2. Enter Social Security Number
Enter your social security number, then click NEXT to proceed to the next step.
To skip this step, click SKIP THIS STEP without entering any information.
The characters you provide will be hidden (i.e., masked) by default, you can click the Show/Hideicon to show or hide the social security number.
Step 3. Enter state ID
Enter the personal information of the main taxpayer user.
Click one of the following options:
| Add ID manually | Click this to type the information from your Driver's License or State ID. |
| Upload a picture | Click this to add a photo of your Driver's License or State ID. |
| I DON'T HAVE AN ID | Click this if you do not have an identification card, then click NEXT. |
If you opted to add an ID, then select one of the following options.
- Select Add ID manually to manually enter information from your Driver's License or State ID.
- Select Upload a picture to upload a picture of your Driver's License or State ID.
Add Manually
To identify your ID type, select Driver's License, State ID, or Non-US ID.
If you selected Non-US ID, you will additionally be asked to provide the country from which this ID was issued.
Enter information from your ID card, then click NEXT.
Tip: You can click the Date Picker icon to select the date.
You can also click the calendar title to quickly switch between months and tax years.
Once you've entered the necessary information click NEXT to proceed.
Upload Photo
If you prefer to upload a photo, select Upload a picture.
Select a photo of your diver's license, then click Open.
Click Add Photo to submit your ID. You can also adjust the uploaded photo by using the zoom and rotate feature, if desired.
The uploaded ID will appear at the bottom. You can click the Delete icon to remove the uploaded photo and try again.
Step 4. Enter spouse social security number
If applicable, enter your spouse's social security number. Once you've provided this information click NEXT.
If you do not have a spouse, select the I DON'T HAVE A SPOUSE checkbox and continue.
Step 5. Enter spouse state ID
You can provide your spouse's ID if applicable. Click the following options:
| Add ID manually |
Click this to type the information from your spouse's Driver's License or a State ID. |
| Upload a picture | Click this to add a photo of your spouse's Driver's License or State ID. |
| My Spouse doesn't have an ID | Click this if your spouse does not have a Driver's License or a State ID. Once selected, click NEXT. |
If you opted to add your spouse's ID, then select one of the following options:
- Select Add ID Manually to manually enter information from your spouse's ID. LEARN MORE >>
- Select Upload a picture to upload a picture of your spouse's ID. LEARN MORE >>
After confirming your spouse's information is correctly uploaded/entered, continue to the next step.
Step 6. Enter Mailing Address
In the Mailing Address step, you can provide your mailing/shipping address. Provide the address information requested, then click NEXT to proceed to the next step.
Step 7. Dependent Information
You can provide a dependent's information if applicable. Once you've entered the required information, click NEXT to continue.
If you have more than one dependent, click ADD ANOTHER DEPENDENT and enter the information for another dependent.
If you do not have any dependents, select the I DON'T HAVE ANY DEPENDENTS checkbox, then click NEXT to proceed.
Step 8. Banking Information
You have the option to provide your banking information. Providing this information speeds up processes like paying for tax payments and invoices that require payment information.
If you do not wish to include this information, click FINISH to proceed to the next step.
To provide your banking information, select whether the banking information is your Individual information or if this is a Business account.
Once you've entered the taxpayer's banking information, click FINISH to proceed to the summary screen.
If you do not wish to provide your banking information click SKIP THIS STEP to proceed to the summary screen.
Step 9. Summary
Before you submit your personal information, review all your records. If you need to update any information, click EDIT .
Once you're sure that all information displayed is correct, click CONFIRM.
You'll notice a notification appear at the bottom of your screen indicating that you've confirmed your personal information
Once submitted, your Confirm - Personal Information task will be updated with a checkmark in your Task List to indicate that it's been completed. If you wish to reopen this task to update your information, click the listed task to be directed to the summary screen.
You will be able to see a printed copy of your personal information after you complete the questionnaire and your tax professional prints the questionnaire to Documents > Uploaded Documents.
Click here to learn more about filling out a questionnaire.
Edit Data
After submitting your personal information, you can go back and edit or remove data entered in each step.
Click EDIT to edit the information on the selected panel.
iOS mobile app
Follow these steps on your iOS mobile phone app:
Sign in to the TaxCaddy mobile app, then tap the Confirm Personal Information under Tax Pro Request.
Enter Social Security Number
Enter your social security number, then tap NEXT to proceed to the next step.
The characters you provide will be hidden(i.e., masked) by default, you can tap the Show/Hide
State ID
On the State ID panel, you have the option to enter information manually, upload a photo of your ID, or indicate that you do not have an ID.
If you choose to add a State ID then you can:
- Add manually: to manually enter information from your Driver's License or State ID.
- Take a Photo: to take a photo of your Driver's License or State ID.
- Upload a Photo: to upload a picture of your Driver's License or State ID from your device.
(iOS) Add Manually
To enter your information manually, tap Driver's License or State ID to indicate your type of ID, then enter all the details from your ID. You may need to swipe up to see all the fields, once you're done, tap NEXT.
You will see an error message(s) if a required field is missing information. You can enter the missing information then tap NEXT again.
(iOS) Take a Photo
To upload a picture of your ID, swipe up to see the bottom of the screen, then tap UPLOAD PICTURE.
Indicate whether you wish to take a new photo of your ID or upload one already saved to your device.
If you selected Take a Photo then TaxCaddy may ask permission to access your camera. Tap SET PERMISSION.
Tap OK to continue.
Take a photo of your ID.
Tap Use Photo to use the photo. Tap Retake to take a picture again.
If necessary, you can adjust the uploaded photo by using the zoom and rotate feature.
Tap Save to upload the photo.
Tap NEXT to continue to the next panel.
Tap the X icon to remove the newly provided ID.
Tap ADD NEW ID to replace the currently provided information for this panel.
Enter spouse social security number
If applicable, enter your spouse's social security number, or tap I DON'T HAVE A SPOUSE if you do not have a spouse. Once you've made a selection, tap NEXT.
Spouse State ID
If you've indicated that you have a spouse and wish to include their ID information, you have the option to:
- Add manually: to manually enter information from your Driver's License or State ID.
- Take a Photo: to take a photo of your Driver's License or State ID.
- Upload a Photo: to upload a picture of your Driver's License or State ID from your device.
You will not see this step if you've indicated that you do not have a spouse.
To enter your ID information manually, complete the required fields then tap NEXT to proceed.
If you choose to upload a photo of your spouse's ID, scroll to the bottom of the screen (i.e. swipe up), then tap UPLOAD PICTURE.
After uploading/entering your spouse's personal information, tap NEXT.
Mailing Address
On the Mailing Address panel, you can provide your mail/shipping address. You have the following options:
- Add manually
- Use the same address from your ID
If you are adding the information manually, enter all of the requested information in the proper field and tap NEXT.
If you are using the same address as your ID, tap USE SAME ADDRESS FROM MY ID then tap NEXT to continue.
Dependent Information
If applicable, enter the first and last names of any dependents you have. You can tap ADD DEPENDENT if you have more than one dependent.
If you do not have any dependents, tap I DON'T HAVE ANY DEPENDENTS.
Tap NEXT once you've completed this step.
Banking Information
You have the option to provide your banking information. Providing this information speeds up processes like paying for tax payments and invoices that require payment information.
If you do not wish to include this information, tap NEXT to proceed with this task.
You can include your banking information. Indicate whether this is an Individual or Business bank account and enter the requested information. Once you've completed each field, tap NEXT to continue to the last step.
Summary
Once you've provided your personal information and tapped NEXT, you will see a final screen summarizing the information you've provided. Swipe up/down to view all the information you've provided thus far. You can also tap EDIT to update the information.
Once you are done reviewing the information, tap FINISH. The Confirm Personal Information dialog box will appear asking you to confirm that you have completed providing your details. Select the checkbox to confirm that you are ready to submit the information to your tax professional.
Tap Submit Now to finish this task.
Tap Submit Later to add more information at a later time.
You cannot make any changes to your personal information once you tap Submit Now. If you need to remove or update any information, tap EDIT or go to the previous panels.
Android mobile app
Follow these steps on your Android mobile phone app.
Sign in to the TaxCaddy mobile app, then tap Confirm Personal Information under Tax Pro Request.
Enter Social Security Number
Enter your social security number, then tap CONTINUE to proceed to the next step.
The characters you provide will be hidden (i.e., masked) by default, you can tap the Show/Hide
icon to show or hide the social security number.
State ID
On the State ID panel, you have the option to enter information manually, upload a photo of your ID, or indicate that you do not have an ID.
If you choose to add a State ID then you can:
- Add Manually: to manually enter information from your Driver's License or State ID.
- Take a Photo: to take a photo of your Driver's License or State ID.
- Upload a Photo: to upload a picture of your Driver's License or State ID from your device.
(Android) Add Manually
To enter your information manually, select DRIVER'S LICENSE or STATE ID to indicate your type of ID, then enter all the details from your ID. You may need to swipe up to see all the fields. Once you're done, tap CONTINUE.
(Android) Take a Photo
To upload a picture of your ID, tap UPLOAD ID.
If you do not have a State ID to upload, tap I DON'T HAVE AN ID to continue.
Indicate whether you wish to take a new photo of your ID or upload one already saved to our device.
If you selected Take a Photo, tap SET PERMISSION to begin allowing TaxCaddy to access your device's camera.
Tap While using the app to allow TaxCaddy to use your camera.
Tap Allow.
After uploading your ID, you can:
- Tap NEXT to continue to the next panel.
- Tap the X icon to remove the provided ID.
- Tap REPLACE ID to remove the currently provided information for this panel.
Enter spouse social security number
If applicable, enter your spouse's social security number, or tap I DON'T HAVE A SPOUSE if you do not have a spouse. Once you've made a selection, tap CONTINUE.
Spouse State ID
If you've indicated that you have a spouse and wish to include their ID information, you have the option to:
- Add Manually: to manually enter information from your Driver's License or State ID.
- Take a Photo: to take a photo of your Driver's License or State ID.
- Upload a Photo: to upload a picture of your Driver's License or State ID from your device.
You will not see this step if you've indicated that you do not have a spouse.
To enter your ID information manually, complete the required fields, then tap CONTINUE to proceed.
If you choose to upload a photo of your spouse's ID, tap UPLOAD PICTURE.
After uploading/entering your spouse's personal information, tap NEXT.
After uploading your ID, you can:
- Tap NEXT to continue to the next panel.
- Tap the X icon to remove the provided ID.
- Tap REPLACE ID to remove the currently provided information for this panel.
Mailing Address
On the Mailing Address panel, you can provide your mail/shipping address. You have the following options:
- Add manually
- Use the same address from your ID
If you are adding the information manually, enter all of the requested information in the proper field and tap CONTINUE.
If you are using the same address as your ID, tap USE ADDRESS FROM ID then tap CONTINUE to continue.
Dependent Information
If applicable, enter the information of any dependents you have. You can tap ADD DEPENDENT if you have more than one dependent.
If you do not have any dependents, tap I DON'T HAVE ANY DEPENDENTS.
Tap CONTINUE once you've completed this step.
Banking Information
You have the option to provide your banking information. Providing this information speeds up processes like paying for tax payments and invoices that require payment information.
If you do not wish to include this information, tap SKIP THIS STEP to proceed with this task.
If you choose to provide your account details, indicate whether this is an INDIVIDUAL or BUSINESS bank account and enter the requested information. Once you've completed each field, tap CONTINUE to complete this task.
Summary
Once you have provided your personal information and tapped CONTINUE, you will see a final screen summarizing the information you have provided. Swipe up/down to view all the information you've provided thus far. You can also tap EDIT to update the information.
Once you are done reviewing the information, tap CONFIRM. The Confirm Personal Info dialog box will appear asking you to confirm that you have completed providing your details. Select the checkbox to confirm that you are ready to submit the information to your tax professional.
Tap Submit Now to finish this task.
Tap Submit Later to add more information at a later time.
Autofill Personal Information
While completing the Confirm Personal Information task, some personal information that you or your tax professional have previously provided in TaxCaddy will automatically prepopulate (autofill) if it's available. If this happens, review the prepopulated fields (displayed in blue) for accuracy before your continue.
- If the autofill information is correct, verify the details and then proceed to the next step.
- If the autofill information is incorrect, provide the correct information before you proceed.
You will see a notification appear at the bottom of your screen indicating that some fields may have been prepopulated.
"Some fields may be prepopulated with information provided by you or your tax professional."
TaxCaddy prepopulates certain fields for the following scenarios, if the information is available:
- Confirming Personal Information
- Knowledge-Based Authentication
- Paying tax payments by check
Comments
0 comments
Please sign in to leave a comment.