Release Notes 2023-05-02, iOS (Task List Enhancement)

Hi there! Here's what's new for TaxCaddy on iOS.

• Task List enhancement
• 1041 tax payments
• Update to the signature process
• Skip steps when confirming personal information

Task List enhancement

We've updated your Task List when viewing your account in the Overview screen! Now, similar tasks will now be grouped together in one place for an easier time locating your tasks. Upon opening your account's Overview screen, you'll see items like Sign and Review tasks all located in one place. Scrolling down, you'll see items like Tax Returns and Invoices organized in the same way!

Click here to learn more about your account's Task List.

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 this profile. To do so, open your Tax Payments from the menu. Open the Tax Return drop-down menu and select your 1041 tax return profile to view your 1041 tax payments.

Click here to learn about your 1041 tax returns in TaxCaddy.
Click here to learn more about viewing your Tax Payments.

Update to the signature process

We've updated the process of collecting your spouse's signature when it's requested by your tax professional!

Click here to learn more about signing documents as a taxpayer.
Click here to learn more about singing documents as a spouse user.

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.

Skip steps when confirming personal information

When completing your Confirm Personal Information task, you will now see the option to SKIP THIS STEP if you choose to opt out of providing the information being requested.

Click here to learn more about confirming your personal information.