Hey everyone, we've got some new updates to TaxCaddy this month:
Tax payments on Overview
We've enhanced your user experience when viewing and fulfilling the tax payments in your account! Now, instead of Tax Payment(s) on your Task List screen navigating you away from the Overview screen, TaxCaddy will now open a list of your tax payments to the right of your Task List keeping you on the Overview screen.
From here, you can view, download, delete, and fulfill your tax payments as you would in the Tax Payments tab.
Spouse-only signature requests
You may encounter signature requests in your account that only require your spouse's signature. Previously, in order to get a spouse's signature on a document, you (the main account holder) would also be asked to provide your signature for this request. Now, you may notice a new signature request with only the LET MY SPOUSE SIGN option available, bypassing the need for the account holder's signature as well. When this happens, ask your spouse to fulfill this signature at their earliest convenience.
Sign requests that only require the signature of your spouse (not both taxpayer and spouse) will redirect you to the Documents tab where you can review and fulfill this request.
Spouse users with a dedicated spouse account can also fulfill this request from their own account as well.
Click here to learn more about adding spouse users to your account.