TaxCaddy allows you to message your tax professional for each document, questionnaire, tax return, tax payment, and invoice in your account. Messages you send regarding each document will 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 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 open the document request, questionnaire, tax return, tax payments, or invoice from the Task List that you want to message your tax professional about.
- Click the Message
icon to message your tax professional about the selected document.
Click here to learn how to message your tax professional from the Documents tab. - The title of the requested item you've opened will appear at the top of the Message panel.
- Type your message into the field then 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 from the Messages tab. When you view a message that originated from a document, you'll see that document title (in green) within the message thread. You can click the title 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 the Send
icon. 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, tax returns, and the questionnaire.
- On the top bar, tap the Message
- Type your message in the box then tap the Send
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