Message panels appear for each document, questionnaire, tax return, tax payment, and invoice. Messages you send from message panels create a new thread associated with that item in Messages.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to send messages from the document viewer side panel, the questionnaire, tax payments, invoices, and your tax returns using TaxCaddy.com on your PC, Mac, or tablet.
- Log in to TaxCaddy.com and go to the document, questionnaire, tax return, tax payments, or invoice you want to message your tax professional regarding.
Message panels appear for all of your documents, questionnaire, tax return, tax payments, and invoices.
- Type your message into the box under Messages and click SEND. The number at the bottom indicates the number of remaining characters. Your tax professional's reply appears in this thread. The thread is also accessible in Messages.
- When you view a message that originated from a document, you'll see that document's thumbnail in the message thread. Click the thumbnail to view the document.
iOS mobile app
Follow these steps to message from panels in document view, the questionnaire, and your returns using the iPhone mobile phone app.
- Sign in to the TaxCaddy mobile app and go to the document, questionnaire, or return you want to message your tax professional regarding.
Message panels appear for all of your documents, your returns, and the questionnaire.
- On the top bar, tap the Message icon.
- Type your message in the box and tap Send. Your tax professional's reply appears in this thread and is also accessible in Messages.
Android mobile app
Follow these steps to send messages from the Document Viewer, the questionnaire, and your tax return using the Android mobile phone app.
- Sign in to the TaxCaddy mobile app and go to the document, questionnaire, or return you want to message your tax professional regarding.
Message panels appear for all of your documents, your returns, and the questionnaire.
- On the top bar, tap the Message icon.
- Type your message in the box then tap the Send icon. Your tax professional's reply will appear in this thread. You can access all your messages from the Messages screen.
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