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Reading and replying to messages

by Dony J.

Updated August 26, 2023 19:12

Your correspondence with your tax professional is available in the Task List and on the Messages screen.

TaxCaddy.com on PC, Mac, or tablet

Follow these steps to read and reply to messages using TaxCaddy.com on your PC, Mac or tablet.

Log in to TaxCaddy.com.
If you have any unread messages from your tax professional, you will see an alert appear at the top of your Task List notifying you of how many unread messages you have.
Click the notification to open your unread messages in TaxCaddy.
Your unread message threads will be listed in the Overview screen. You can click one of the listed message threads to view the conversation in its entirety.
Once opened, you will see the subject line for the message thread appear at the top of the conversation along with the tax year to which the conversation belongs.

If this conversation pertains to a specific document in your account, this document will be listed in the conversation as well.
While the message thread is open, you can type your response in the space provided. Once you've typed your response, click SEND to send it within the thread.
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The number next to send denotes the number of remaining characters available in this message.
```
The new message appears below the other messages in the same thread.
Once you've accomplished all you need to in this message thread, you can click BACK to return to an updated list of your unread messages. If no message threads are displayed, this means there are no unread messages in your TaxCaddy account.
You can click VIEW ALL MESSAGES at the bottom of your screen to view all of your TaxCaddy messages, read or unread.
Alternatively, you can click the Messages tab to be directed to your TaxCaddy messages as well.

If you have unread messages from any tax year other than the one you're currently viewing, you will see a notification appear indicating so. You can click VIEW TAX YEAR (X) to review any unread messages in that tax year.

iOS mobile app

Follow these steps to read and reply to messages using the iPhone mobile phone app.

If you have any unread messages from your tax professional, you'll notice an alert appear above your Task List. You can tap this notification to be taken directly to your unread messages.

If you do not see the unread message alert, you can tap Messages from the navigation bar below to view existing message threads in your account.
Your unread message threads will be listed on the Unread Messages screen. You can tap one of the listed message threads to view the conversation in its entirety.
```
Each message will have a corresponding TAX YEAR badge to indicate which year the message is regarding.
```
Once opened, you will see the subject line for the message thread appear at the top of the conversation.

If this conversation pertains to a specific document in your account, you will see the PDF icon appear at the top-right of the screen.
Tap in Reply to message... to begin typing your reply.
Type your message, then tap the Send icon to send your reply.

Once sent, the new message appears below the other messages in the same thread.
Once you've accomplished all you need to in this message thread, you can tap Back to return to an updated list of your unread messages. If no message threads are displayed, this means there are no unread messages in your TaxCaddy account.
Once you've been navigated back to the Unread Messages screen, you can open another message thread, or tap VIEW ALL MESSAGES at the bottom of your screen to view all of your TaxCaddy messages, read or unread.

Android mobile app

Follow these steps to read and reply to messages using the Android mobile phone app.

If you have any unread messages from your tax professional, you'll notice an alert appear above your Task List. You can tap this notification to be taken directly to your unread messages.

If you do not have any unread messages in your account, you can tap the Menu icon at the top-left and select Messages.
Your unread message threads will be listed on the Unread Messages screen. You can tap one of the listed message threads to view the conversation in its entirety.
```
Each message will have a corresponding TAX YEAR badge to indicate which year the message is regarding.
```
Once opened, you will see the subject line for the message thread appear at the top of the conversation.

If this conversation pertains to a specific document in your account, you will see the PDF icon appear at the top-right of the screen.
Tap in Reply to this message... to begin typing your reply.
Type your message then tap the Send icon to send your reply.

Once sent, the new message appears below the other messages in the same thread.
Once you've accomplished all you need to in this message thread, you can tap the Back icon to return to an updated list of your unread messages. If no message threads are displayed, this means there are no unread messages in your TaxCaddy account.
Once you've been navigated back to the Unread Messages screen, you can open another message thread, or tap VIEW ALL MESSAGES at the bottom of your screen to view all of your TaxCaddy messages, read or unread.

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