Hey everyone, here's what's new in TaxCaddy this month:
Task List Enhancement
We've updated your Task List when viewing your account in the Overview screen! Now, instead of navigating away from the Overview screen when viewing requests, your personal information task, etc. TaxCaddy will now open these items in the Overview screen's Document Viewer. For example, when viewing Sign or Review requests listed within your Task List, you will remain on the Overview screen and the associated document will open to the right.
With the enhanced task list, your progress in completing tasks will be denoted with the Progress icon. Once you've completed a task, you will see the Completed icon.
The Pin icon appears next to the request you are currently viewing.
The following will now open on the Overview screen:
- Sign requests
- Review requests
- Tax return documents
- Unread messages
- Confirm Personal Information
1041 tax payments
If your tax professional has created a 1041 tax return profile for your account, you can now view any tax payments they've uploaded to your account. To do so, click Tax Payments from the navigation bar and select the 1041 tax return profile from the TAX RETURNS drop-down menu.
Spousal sign process update
We've updated the process of collecting your spouse's signature when it's requested by your tax professional!
If you've indicated to TaxCaddy that you have a spouse, TaxCaddy will now wait until all pending taxpayer signatures have been collected, at which point we will provide you with two options for your spouse to fulfill their spousal signature requests.
- MY SPOUSE WILL SIGN NOW: TaxCaddy will send your spouse a verification code to the spouse's phone number on file to verify their identity. After confirming their identity, they can proceed with the signature requests using your current device.
MY SPOUSE WILL SIGN LATER: If they choose to sign later, you can invite them to create an account to fulfill their spousal signature requests from.
You can skip this step if you don't want your spouse to create a TaxCaddy account connected to yours. They can still fulfill this request using your account at a later time.
Unread message notification
You will now see a notification if you have any unread messages belonging to tax years other than the one you've selected! To address any unread messages from previous tax years, you can click the notification at the top of the Message Threads panel to view any unread messages from other tax years.
If there are unread messages from more than one tax year, each year will be listed within the notification.