Release Notes 2020-12-17, Web 4.12 (Personal Information, Questionnaire)

Hi there! We made some updates we hope you'll like.

• Personal Information
• Updated Questionnaire

Personal Information

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.

Click here to learn more about providing personal information.

Updated Questionnaire

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.

Click here to learn more about filling out the questionnaire.

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.