You can see all activity on your account by viewing the full history on the Activity Feed panel and screen.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to view the full history of your activity feed using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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On the upper right corner, click the user menu then click Activity Feed.
You can also view the Activity Feed panel by navigating to any of the following:
- Documents
- Messages
- Tax Returns
- Tax Payments
- Invoices
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Pages with the Activity Feed panel show the most recent activity. To view the full history, click VIEW FULL HISTORY.
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The full activity page is displayed.
Activity Feed Action
Activity Feed allows you to perform the following actions:
- Reply: Open the message thread allowing you to respond back to a message.
- View: Opens the document in the Document Viewer.
- Undo: Allows you to undo the action. This feature is useful when you want to undo document deletion.
To view actions in the Activity Feed, point to the activity, then click the action item when it appears on the right.
iOS mobile app
Follow these steps to view the full history of your activity feed on the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app.
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Tap More on the navigation tab bar then tap Activity Feed.
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The full activity page is displayed. For messaging activity, you can tap the message to reply. For document activity, you can tap a document to open it in the document viewer.
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You can also tap the Tax Year icon to see your account activity for a different tax year.
Android mobile app
Follow these steps to view the full history of your activity feed on the Android mobile phone app.
- Sign in to the TaxCaddy mobile app.
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Tap the Menu
icon.
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Tap Activity Feed.
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The full activity page is displayed. For messaging activity, you can tap the message to reply. For document activity, you can tap a document to open it in the document viewer.
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You can also tap the Tax Year icon to see your account activity for a different tax year.
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