TaxCaddy notifies you by email or push notifications when there is an activity in your account. You can customize these features to only receive notifications that are pertinent to you. Additionally, your spouse can also set their own email or push notifications.
With push notifications, you can receive notifications right in your browser or on your phone when there's a new activity. When you click or tap on a notification, you'll be taken to the related activity in your account.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to update your notification preferences using TaxCaddy.com on your PC, Mac, or tablet:
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Sign in to TaxCaddy.com.
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On the upper right, click the User Menu and then click Settings.
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Click Notifications.
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Under Email Notifications, select Yes or No for the notification options.
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All Notifications - Enable this to use the specific email notification settings below. Disable this to disable all notifications.
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Questionnaire - Enable this to receive notifications when you receive a new questionnaire, when questions are added to the questionnaire, or when you complete your questionnaire.
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Message - Enable this to receive notifications when your tax professional sends you messages.
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Tax Return - Enable this to receive notifications when tax returns are uploaded to your account.
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Tax Documents - Enable this to receive notifications when tax documents are uploaded to your account.
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Requested Item - Enable this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
- Tax Payments - Enable this to receive notifications when tax payments are uploaded to your account.
- Invoices - Enable this to receive notifications when invoices are uploaded to your account.
If you enabled notifications for Tax Payments, you may also receive reminder notifications (via email, SMS messaging, and push notifications) when a pending tax payment is approaching its due date.
Click here to learn more about receiving reminder notifications. -
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To enable push notifications, click Push Notifications on the left panel, then select Yes to subscribe to push notifications or No to unsubscribe from push notifications.
If you see a confirmation window, click Allow.
iOS mobile app
Follow these steps to update your notification settings.
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Tap More on the navigation tab bar then tap Settings.
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Under User, tap Update Notification Preferences.
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Under Email Notifications, tap an option to toggle it on or off.
- All Notifications - Enable this to use the specific email notification settings below. Disable this to disable all notifications.
- Questionnaire - Enable this to receive notifications when you receive a new questionnaire or when questions are added to the questionnaire.
- Message - Enable this to receive notifications when your tax professional sends you messages.
- Tax Return - Enable this to receive notifications when tax returns are uploaded to your account.
- Tax Documents - Enable this to receive notifications when tax documents are uploaded to your account.
- Requested Item - Enable this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
- Tax Payments - Enable this to receive notifications when tax payments are uploaded to your account.
- Invoices - Enable this to receive notifications when invoices are uploaded to your account.
If you enabled notifications for Tax Payments, you may also receive reminder notifications (via email, SMS messaging, and push notifications) when a pending tax payment is approaching its due date.
Click here to learn more about receiving reminder notifications. -
If you wish to change your push notification settings, tap the selection under Push Notifications.
Android mobile app
Follow these steps to update your notification settings:
- Sign in to the TaxCaddy mobile app then tap the Menu
icon.
- Tap Settings.
- Under User, tap Update Notification Preferences.
- Under Email Notifications, tap an option to toggle it on or off.
- All Notifications - Enable this to use the specific email notification settings below. Disable this to disable all notifications.
- Questionnaire - Enable this to receive notifications when you receive a new questionnaire or when questions are added to the questionnaire.
- Messages - Enable this to receive notifications when your tax professional sends you messages.
- Tax Documents - Enable this to receive notifications when tax documents are uploaded to your account.
- Requested Item - Enable this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
- Tax Returns - Enable this to receive notifications when tax returns are uploaded to your account.
- Tax Payments - Enable this to receive notifications when tax payments are uploaded to your account.
- Invoices - Enable this to receive notifications when invoices are uploaded to your account.
If you enabled notifications for Tax Payments, you may also receive reminder notifications (via email, SMS messaging, and push notifications) when a pending tax payment is approaching its due date.
Click here to learn more about receiving reminder notifications. - If you wish to change your push notification settings, tap the selection under Push Notifications.
Email notifications
Summary email
The following activities will be combined in a summary email every 24 hours if applicable:
- The questionnaire is added or updated
- Documents uploaded (including Reply with Amount and Complete Form)
- New document review request
- New document upload request
- Tax Returns uploaded
- Invoices updated, deleted, marked as paid, or refunded.
- Tax Summary updates
- Updates to your Done Uploading status
Certain notifications will not appear in a summary email if you disabled the notifications for those events.
All Notifications emails
Some emails from TaxCaddy contain important or time-sensitive information that demands your attention. When this information must be relayed, TaxCaddy will send you an email to keep you informed, regardless of your email settings. These emails include the following:
| Email Title | Description | Received when All Notifications are disabled | Received when All Notifications are enabled |
|---|---|---|---|
| Disconnection Notice | You have disconnected from your tax firm. | ||
| Your name has been updated | You have updated your first or last name in TaxCaddy. | ||
| Email Address Update Requested | You have updated your email address in TaxCaddy. Click the link within the email to verify the new email address. | ||
| [Tax Firm] invited you to create a TaxCaddy account | A tax firm has invited you to connect on TaxCaddy. | ||
| Your account is now connected | You've accepted a tax firm's request to connect on TaxCaddy. | ||
| TaxCaddy Account Deletion After 72 Hours | You have initiated the account deletion process and your account will be officially deleted after a 72-hour window. | ||
| TaxCaddy Account Deletion Canceled | You have canceled your account deletion by signing into your TaxCaddy account within the 72-hour period. | ||
| Tax Payment Confirmation | You have fulfilled a tax payment using the Pay By Check feature. | ||
| Changes to your TaxCaddy security settings | You have made updates to your account's security questions. | ||
| Payment Voucher added, deleted, or changed |
Your tax professional has added a new tax payment voucher or updated/deleted an existing one. | ||
| New requested items in TaxCaddy | Your tax professional has uploaded a new Requested Item. | ||
| You have a new message | Your tax professional has sent you a message. | ||
| Uploads Completed | You've indicated that you're done uploading your tax documents for the selected tax year. |
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