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.
If you have any unread messages from your tax professional, you'll notice an alert appear at the top of the task panel to the left of the screen. You can click this notification to open the Messages screen.
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.
If you have any unread messages from your tax professional, you'll notice an alert appear above your Task List. You can tap this notification to be taken directly to your unread messages.
Click here to learn more about reading unread messages.
Tap a thread to view messages or tap the floating icon to create a new thread. The red badge shown in a thread indicates the number of unread messages in that thread.
Opening a message thread will allow you to view messages sent by you and your tax professional. Tap Reply to 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 panel. 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.
If you have any unread messages from your tax professional, you'll notice an alert appear above your Task List. You can tap this notification to be taken directly to your unread messages.
Click here to learn more about reading unread 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 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.
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