Messages help you keep track of correspondence with your tax professional. This article gives a brief introduction to the messages feature.
Click here to learn more about the messages feature in greater detail.
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
Sign in to the TaxCaddy mobile app and tap Messages.
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.
Opening a message thread will allow you to view messages sent by you and your tax professional. Tap Reply to this message, type a message then tap the Send icon to send a new message to your tax professional.
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
Sign in to the TaxCaddy mobile app, tap the Menu icon, then tap Messages.
Tap a thread to view messages or tap the floating icon to create a new thread. A red badge indicates the number of unread messages in its thread.
Opening a message thread will allow you to view messages sent by you and your tax professional. Tap Reply to this message, type a message then tap the Send icon to send a new message to your tax professional.
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.
Comments
0 comments
Please sign in to leave a comment.