Important: You must add your spouse through the below steps to be connected correctly.

You have the option to invite your spouse or another person to be an additional user on your TaxCaddy account. Additional users can upload documents and view the tax documents you upload, as well as review certain tax documents uploaded by your tax professional. Adding an additional user as a spouse allows them to sign spouse related documents. You can revoke an additional user's access at any time.

Click here to learn how an additional user can manage multiple TaxCaddy accounts.

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Click here to show/hide instructions for Android mobile phone app.

TaxCaddy.com on PC, Mac or tablet

Follow these steps to add or remove an additional user account using TaxCaddy.com on your PC, Mac or tablet.

1. Log in to TaxCaddy.com.
   
   
2. On the upper right, click the User Menu and then click Settings.
   
   
   
   
   

3. Click Additional User Account

   Note: Additional User Account link will not appear if you are a spouse user.

   

    

4. Under Add an Additional User, type the additional user's information in User's Email Address, Confirm Email, First Name, and Last Name.
   

   Tip: If you have already invited this person to be an additional user but they have not yet created their account, you are given the option to update and resend the invitation. 

   

    

5. Select the User's Relationship.
   
   

6. Click Send Invitation. You may need to scroll down to see the Send Invitation button.

   

   To connect successfully, your spouse must use their email invitation to sign up with TaxCaddy.

    

7. You can see additional users you've added to your account by scrolling down to the Additional Users section. To revoke a user's access to your account, click Disconnect.
   

   Note: Disconnect is only applicable to additional user accounts who are not connected as Spouse. Contact TaxCaddy Support to disconnect a spouse account.

   

   Spouse user will have Spouse added next to their name (i.e. T.... - Spouse). Adding user as a spouse allows them to sign spouse related documents.

   Click here to learn more about signing documents as a spouse.