Hi there! We made some updates we hope you'll like.
TaxCaddy now gives you a convenient way to provide personal information to your tax professional. When requested, you can either upload a photo or manually enter your Driver's License/State ID along with the mailing address. You can also provide your spouse's information if applicable.
We made the questionnaire less time-consuming and easier to answer by grouping questions based on life-changing events. When answering the questionnaire, you will see fewer questions. You can help your tax professional get you the best tax return possible by selecting all the life-changing events that applied to you over the tax year. Your tax professional will then ask you questions based on the life-changing events you selected.
You may not see all of the listed life-changing events on your screen.
On the Questionnaire, you can now click the ellipsis icon then select the question number to skip directly to the question.