You can discuss specific documents with your tax professional by sending messages from the message panel in the document viewer, which creates a new thread associated with that document in Messages.
Message panels also appear on the questionnaire and tax returns.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to message your tax professional regarding specific documents using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com, navigate to the document about which you want to message, and click the document to open it in the document viewer.
Documents appear on Documents (Requested Items and Uploaded Tax Documents), Activity Feed, recent uploads, and in search results.
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On the Messages panel, type your message into the box and click Send. The number at the bottom indicates the number of characters remaining. Your tax professional's reply appears in the thread on this panel, and the thread is also accessible in Messages.
- If you are viewing a document request or tax return document in the Overview screen's document viewer, you can click the Message
icon at the top of the panel.
Click here to learn more about messaging your tax professional about requests.
iOS mobile app
Follow these steps to message your tax professional regarding specific documents using the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app, navigate to a document, and tap the document to open it in the document viewer.
Documents appear on Documents (Requested Items and Uploaded Tax Documents), Activity Feed, and in search results.
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On the top bar, tap the Message icon.
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Type your message into the box then tap the Send
icon. Your tax professional's reply will appear in this thread. You can also access messages from the Messages screen.
Android mobile app
Follow these steps to message your tax professional regarding specific documents using the Android mobile phone app.
-
Sign in to the TaxCaddy mobile app, locate the document about which you want to message, and tap the document to open it in the document viewer.
Documents appear on Documents (Requested Items and Uploaded Tax Documents), Activity Feed, and in search results.
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On the top bar, tap the Message icon.
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Type your message into the box then tap the Send
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