This article shows you how to log in to TaxCaddy if you're a returning user.
If you've never logged in to TaxCaddy before, click here to learn about logging in for the first time.
If you used to use email verification codes to log in to TaxCaddy and this is your first time logging in since we migrated to text message verification codes, click here to learn more about the migration.
If your attempt to log in failed three times, your account will be locked for two hours.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to log in to TaxCaddy.com on your PC, Mac or tablet.
-
Go to taxcaddy.com and click LOG IN.
-
Type your email address into the top EMAIL field and your password into the bottom PASSWORD field. Then, click SIGN IN.
You can click the Unmask icon
to view your typed password. Similarly, you can click the Mask icon 
to mask (i.e *****) the password field.
If you don't remember your password, click the link next to Forgot your password? Click here.
-
A security code is sent via text to your phone. When TaxCaddy prompts you for a security code, enter the code and then click Verify.
You can select Don't ask me for verification again on this computer to have TaxCaddy remember this device so you won't be prompted to enter the code when logging in on this device in the future. Two-factor authentication will remain enabled and you will be prompted to enter a code when logging in to TaxCaddy from another device.
If you don't see the option for Don't ask me again on this computer while logging in with two-factor authentication, your browser may be in private mode or your browser may not support session storage. Update your browser and switch out of private mode to correct this issue, or submit and ticket for further assistance.
-
You are logged in to TaxCaddy.
Click here to learn how to connect with your tax professional.
TaxCaddy logs out automatically if there hasn't been any activity for 20mins.
iOS mobile app
Follow these steps to sign in to TaxCaddy on your iPhone mobile phone app.
-
Start the TaxCaddy mobile app.
Click here for help downloading and installing the mobile app.
-
Type your email address into USERNAME and your password into PASSWORD. Then, tap SIGN IN.
If you don't remember your password, tap forgot password.
When logging in, you can click the Mask
or Unmask 
icon to view or hide your typed password.
-
A security code is sent via text message to your phone. When TaxCaddy prompts you for a security code, enter the code and then tap Submit.
-
Enable Face ID message will appear for devices with facial recognition enabled.
Tap Enable to set up facial recognition feature for future logins.
Tap DON'T ASK ME AGAIN to skip this step. You will not receive any future reminders about enabling Face ID.
Tap NOT NOW to skip this step. You will receive a reminder next time you log in.
-
You are now signed in to TaxCaddy.
Android mobile App
Follow these steps to sign in to TaxCaddy on your Android mobile phone app.
-
Start the TaxCaddy mobile app.
Click here for help downloading and installing the mobile app.
-
Type your email address into Username and your password into Password. Then, tap SIGN IN.
If you don't remember your password, tap forgot password.
When logging in, you can click the Mask
or Unmask icon to view or hide your typed password.
-
A security code is sent via text message to your phone. When TaxCaddy prompts you for a security code, enter the code and then tap SUBMIT.
-
If your device supports biometric log in then you can tap Enable to log in without entering a password.
-
You are signed in to TaxCaddy.
Comments
2 comments
I am already logged in. My name appears top right. And who is this Peter A looking at me? Disconcerting whether I am in the right place.
I merely want to start filling in the questionnaire.
Hi James. It sounds like you're logged into the TaxCaddy Help Center. To log into your TaxCaddy account visit: https://consumer.taxcaddy.com/#/login
For future use, you can get to the TaxCaddy login screen by visiting taxcaddy.com a clicking on the Log In button in the top right.
If you have any questions or need assistance you can initiate a chat with our support team or email support at support@taxcaddy.com. Please let me know if you have any questions.
Please sign in to leave a comment.