TaxCaddy.com on PC, Mac, or tablet
Follow these steps to create a new message thread using TaxCaddy.com on your PC, Mac, or tablet.
You can also send messages from document view, the questionnaire, or your return.
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Log in to TaxCaddy.com then click Messages.
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You will be navigated to the messages of your default tax year. You will see a message notifying you of any unread messages in a tax year other than the one currently selected. Click VIEW TAX YEAR to view any unread messages for that tax year.
Click here to learn how to update your default tax year in Settings. -
On the Message Thread panel, click the Add
icon.
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Under New Message Thread, type a subject and your message and then click Send. The number at the bottom indicates the number of remaining characters.
All message threads are between you, your tax professional, and any other members of their firm that are following your account, so there is no need to specify the recipient.
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The new thread is added to Message Threads and your message appears at the top of the thread. When your tax professional replies, their response will appear below your message in the same thread.
iOS mobile app
Follow these steps to create a new message thread using the iPhone mobile phone app.
You can also send messages from document view, the questionnaire, or your return.
- Sign in to the TaxCaddy mobile app then tap the Messages icon on the navigation tab bar.
- To the right of Message Threads, click the New icon.
- Under New Message Thread, type a subject and your message and then tap Send.
All message threads are between you, your tax professional, and any other members of their firm that are following your account, so there is no need to specify the recipient.
- Your message appears in the thread and the new thread is added to Message Threads. When your tax professional replies, their response will appear below your message in the same thread.
Android mobile app
Follow these steps to create a new message thread using the Android mobile phone app.
You can also send messages from document view, the questionnaire, or your return.
- Sign in to the TaxCaddy mobile app then tap the Menu
icon.
- Tap Messages.
- Tap the New icon on the bottom right.
- Under New Message Thread, type a subject and your message, and then tap the Send button. Your message appears in the thread and the new thread is added to Message Threads. When your tax professional replies, their response will appear below your message in the same thread.
All message threads are between you, your tax professional, and any other members of their firm that are following your account, so there is no need to specify the recipient.
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