Messages help you keep track of correspondence with your tax professional.
TaxCaddy.com on PC, Mac or tablet
This article covers Messages when using TaxCaddy.com on a PC, Mac or tablet.
You can go to the Messages screen to view and send messages to your tax professional.
Click a thread to view messages or click to create a new thread. When you open or create a thread it appears in the center panel.
The red badge indicates the number of unread messages in each thread.
Associate messages with specific documents by messaging from the document's message panel. There are message panels on the questionnaire, each document, and on each version of your tax return.
iOS mobile app
This article covers Messages while using the TaxCaddy iPhone mobile phone app.
Tap a thread to view messages or tap the floating icon to create a new thread. The red badge indicates the number of unread messages in each thread.
Associate messages with specific documents by messaging from the document's message panel -- tap the Messages icon from the Document Viewer. There are message panels on the questionnaire, each document, tax payments, invoices, and each version of your tax return.
Android mobile App
This article covers Messages while using the TaxCaddy Android mobile phone app.
Tap a thread to view messages or tap the + icon to create a new thread. A red badge indicates the number of unread messages its thread.
When viewing an existing thread, you can see the previous messages. Tap Reply to this message, type a message, and click the send button to reply.
Associate messages with specific documents by messaging from the document's message panel. To do this, tap the Messages icon from document view. There are message panels on the questionnaire, each document, and on each version of your tax return.
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