Your tax professional uses the questionnaire to collect the information they need to prepare your taxes.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to fill out the questionnaire using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com. If you were already logged in, make sure you are on the Overview screen. Click Overview on the main navigation bar to view the Overview screen.
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On the Task List panel, click the questionnaire request.
The Pin
icon will appear next to the Questionnaire request to indicate that you are currently viewing it.
Your questionnaire will open to the right of your Task List.
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To help your tax professional get you the best tax return possible, select all of the life-changing events that have happened to you over the tax year. Your tax professional will ask you questions based on the life-changing events you select below.
You may need to scroll to see all of the listed life-changing events on your screen.
Select all applicable life-changing events that appear on your screen:
Life-changing event Description Marital Change Select this option if you tied the knot or got separated. Children/Dependent Information Change Select this option if you have a child or a dependent. Moved Select this option if you moved to a new location during the tax year. Bought, Sold, or Owned Property Select this option if you bought or sold a house or property. Job Change Select this option if you changed jobs or were unemployed. Own or Owned a Business Select this option if you started or owned a business during the tax year.Retirement Contributions or Distributions Select this option if you began or continued your retirement during the tax year.Own or Owned Cryptocurrencies Select this if you bought or sold any cryptocurrencies (e.g. bitcoin, etc.) during the tax year. To unselect/clear the selected life-changing event, click the life-changing event again, then click YES on the confirmation dialog box.
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Click CONTINUE.
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You will now see a list of questions requested by your tax professional. For multiple-choice questions, you can answer by selecting Yes, No, or N/A (Not Applicable).
Some questions may trigger a follow-up question. In this case, answer the follow-up that appears below the initial question before proceeding. -
For questions with input fields, type the answer in the text box or select N/A if the question is not applicable to you.
- The questionnaire saves your answers automatically
, so you can leave the page without losing your progress. You will see a
(NEW) tag next to new/unanswered questions. You will also see a NEW tag if your tax professional has updated your existing questionnaire with a new question. Your tax professional will be automatically notified when you complete the questionnaire.
Your progress will be displayed in the upper-right corner of the questionnaire.
You can click the Unanswered tab to hide questions you've already answered.
You can either scroll or use the buttons at the bottom to navigate directly to another question.
You can also click the ellipsis icon then select the question number to skip directly to the question.
A confirmation message will appear after you answer all the questions. Click DONE.
Your tax professional will be notified that you have completed the questionnaire.
After your tax professional reviews and files your questionnaire, you will no longer be able to make changes. You can view a printed copy of your questionnaire by going to Documents > Uploaded Documents. LEARN MORE >>
iOS mobile app
Follow these steps to fill out the questionnaire on the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app.
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In the task list, tap the Questionnaire item.
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To help your tax professional get you the best tax return possible, tap all the life-changing events that have happened to you over the tax year. Your tax professional will ask you questions based on the life-changing events you select.
You may need to swipe up/down to see all of the listed life-changing events on your screen.
Select all applicable life-changing events that appear on your screen:
Life-changing event Description Marital Change Select this option if you tied the knot or got separated. Child or Dependent Select this option if you have a child or a dependent. Moved Select this option if you moved to a new location during the tax year. Bought or Sold Property Select this option if you bought or sold a house or property. Job Change Select this option if you changed jobs or were unemployed. Owned a Business Select this option if you started or owned a business during the tax year.Retirement Select this option if you began or continued your retirement during the tax year.Cryptocurrencies Select this if you bought or sold any cryptocurrencies (e.g. bitcoin, etc.) during the tax year. To unselect/clear the selected life-changing event, tap the life-changing event again, then tap OK on the confirmation dialog box.
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Tap on the applicable answers, then tap PREVIOUS or NEXT to navigate between questions.
The Questionnaire saves your progress automatically, so you can leave the questionnaire without losing any progress.
Some multiple-choice questions may trigger a follow-up question. In this case, answer the follow-up that appears below the initial question before proceeding.
You can tap Unanswered to only see unanswered questions.
Numbers on top show all available questions. You can swipe left and right, then tap the question number to view that specific question.You can tap the Message
icon on the upper right side to send your tax professional a message about the questionnaire.
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Once you've completed your questionnaire, you will see a screen indicating so. From here, you can either tap REVIEW QUESTIONS to return to your questionnaire and make any necessary updates, or you can tap DONE to return to the Overview screen.
Your tax professional will be notified that you have completed the questionnaire.
After your tax professional reviews and files your questionnaire, you will no longer be able to make changes. When this happens, you will notice a banner across the top of your questionnaire indicating that you cannot update any of your questionnaire answers.You can view a printed copy of your questionnaire by going to Documents > Uploaded Documents.
Click here to learn more about viewing your uploaded documents.
Android mobile app
Follow these steps to fill out the questionnaire on the Android mobile phone app.
- Sign in to the TaxCaddy mobile app.
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In the task list, tap the Questionnaire item.
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To help your tax professional get you the best tax return possible, tap all of the life-changing events that have happened to you over the tax year. Your tax professional will ask you questions based on the life-changing events you select.
You may need to swipe up/down to see all of the listed life-changing events on your screen.
Select all applicable life-changing events that appear on your screen:
Life-changing event Description Marital Change Select this option if you tied the knot or got separated. Child or Dependent Select this option if you have a child or a dependent. Moved Select this option if you moved to a new location during the tax year. Bought or Sold Property Select this option if you bought or sold a house or property. Job Change Select this option if you changed jobs or were unemployed. Owned a Business Select this option if you started or owned a business during the tax year.Retirement Select this option if you began or continued your retirement during the tax year.Cryptocurrencies Select this if you bought or sold any cryptocurrencies (e.g. bitcoin, etc.) during the tax year. To unselect/clear the selected life-changing event, tap the life-changing event again, then tap CONFIRM on the confirmation dialog box.
- Tap on the applicable answers, then tap PREVIOUS or NEXT to navigate between questions.
The questionnaire saves your progress automatically, so you can leave the questionnaire without losing any progress.
Some multiple-choice questions may trigger a follow-up question. In this case, answer the follow-up that appears below the initial question before proceeding.
You can tap UNANSWERED to only see unanswered questions.
Numbers on top show all available questions. You can swipe left and right, then tap the question number to view that specific question.You can tap the Message
Click here to learn more about messaging from the questionnaire. -
Once you've completed your questionnaire, you will see a screen indicating so. From here, you can either tap REVIEW QUESTIONS to return to your questionnaire and make any necessary updates, or you can tap DONE to return to the Overview screen.
Your tax professional will be notified that you have completed the questionnaire.
After your tax professional reviews and files your questionnaire, you will no longer be able to make changes. When this happens, you will notice a banner across the top of your questionnaire indicating that you cannot update any of your questionnaire answers.You can view a printed copy of your questionnaire by going to Documents > Uploaded Documents.
Click here to learn more about viewing your uploaded documents.
Once a new tax year is introduced in TaxCaddy, any unfinished questionnaire tasks from the previous tax year will automatically be filed to your account's Questionnaire documents under that tax year.
Restore the Questionnaire
You can edit your questionnaire at any time until your tax professional archives it as an uploaded document. Once your tax professional archives the questionnaire, it can no longer be edited unless the archived questionnaire document is deleted.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to restore the questionnaire:
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Log in to TaxCaddy.com.
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On the top navigation menu, click Documents.
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Click Uploaded Documents.
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Under the Questionnaire category, click the Menu
icon.
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On the document menu, click Delete.
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On the Confirm Delete dialog box, click Yes to delete the questionnaire.
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Once the questionnaire has been deleted, click the Overview screen.
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The restored questionnaire will appear under the Tax Pro Request panel. You can click the questionnaire to make edits.
Once you have modified the questionnaire, you should message your tax professional to inform them that you have made changes to the questionnaire.
Click here to learn more about messaging from the questionnaire.
iOS mobile app
Follow these steps to restore the questionnaire:
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Sign in to the TaxCaddy mobile app. Tap the Documents icon.
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On the Tax Documents screen, tap the tax year on the top left to select the tax year the questionnaire is assigned to.
Tap the tax year. -
Tap the Uploaded tab.
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Under the Questionnaire category, tap the Menu
icon on the questionnaire document.
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Tap Delete.
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Once the questionnaire has been deleted, tap the Overview icon.
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The restored questionnaire will appear under the task list. You can click the questionnaire to make edits.
Once you have modified the questionnaire, you should message your tax professional to inform them that you have made changes to the questionnaire.
Click here to learn more about messaging from the questionnaire.
Android mobile app
Follow these steps to restore the questionnaire:
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Sign in to the TaxCaddy mobile app. Tap the Menu icon.
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Tap Tax Documents.
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Tap the Uploaded tab.
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Under the Questionnaire category, tap the Menu
icon on the questionnaire document.
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Tap Delete.
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Once the questionnaire has been deleted, go to the Overview screen.
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The restored questionnaire will be in your Task List. You can tap the questionnaire to begin making edits.
Once you have modified the questionnaire, you should message your tax professional to inform them that you have made changes to the questionnaire.
Click here to learn more about messaging from the questionnaire.
Additional users connected to your account can also answer questions on your behalf.
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