If your tax professional uses TaxCaddy, then you don't have to worry about creating your account. For your convenience, we highly recommend waiting for your tax professional to send you a TaxCaddy invite. The TaxCaddy invite link sent to your email address will automatically take you directly to your TaxCaddy account.
Click here to learn more about logging in from the invite sent by your tax professional.
However, if you would like to create your TaxCaddy account yourself manually, you are welcome to follow the instructions in this article to create your TaxCaddy account and log in for the first time.
Already have an account and need help logging in again?
Log in with an existing password: Click here if you've already logged in to TaxCaddy previously, setup a password, and are looking for information on how to log in again using your permanent password.
Log in via invite access link (in your email address) with a temporary password sent to your phone: Click here if you got a TaxCaddy invite access link sent to your email address (i.e., no password setup).
If your spouse has already signed up with TaxCaddy, have your spouse invite you through Settings and use the link you're sent to sign up.
Click here to learn how to add a spouse to your account.
TaxCaddy.com on PC, Mac, or tablet
Sign Up
Follow these steps to create a new account on TaxCaddy.com on your PC, Mac, or tablet.
TaxCaddy works best on Google Chrome browser, but is also supported on Firefox, Edge, and Safari. TaxCaddy is not supported on Internet Explorer. When using taxcaddy.com on a tablet, we recommend viewing in landscape screen orientation for best results.
- Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
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If you received a TaxCaddy email invitation from your tax professional, click the link in that email to open the TaxCaddy enrollment screen in your browser (recommended).
However, if you have not been sent an invite email from a tax professional and want to sign up on your own, go to TaxCaddy.com and click Sign up free at the top. You can also click here to sign up!
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On the First Time Enrollment screen, enter the following information and then click CREATE ACCOUNT.
- First Name
- Last Name
- Email Address - Your email address (Tip: Use the email address shared with your tax professional).
- Country Code - If your mobile phone number is located outside the U.S.A then change the country code.
- Mobile Number - Omit any symbols when entering your phone number (i.e. hyphens, brackets, etc).
- Create Password - Create a strong password to keep your personal info safe and protect your files.
In some instances, auto-populated fields may cause the signup process to fail erroneously. Please enter fields manually.
A valid password must have the following:
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A number
- A special character (i.e. !@#$%^&*(){}:?><,.)
Spaces are not permitted
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Both upper and lower case letters
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8 to 72 characters
As you enter a password, each requirement will highlight if the requirement has been completed.
Your password must meet all the requirements. You can click the mask
icon to show or hide your typed password.
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You can click Terms of Use to read the end user license agreement. Once you're done, click AGREE & CREATE ACCOUNT to agree to the Terms of Use and create your account
- TaxCaddy directs you to check your email for a message confirming your email address.
- In the email verification message from TaxCaddy, click Verify My Email Address.
The link sent to verify your email address expires in 30 days.
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TaxCaddy confirms that your email address has been verified and you can now log in to your account. Type your email address into Email and your password into Password. Then, click SIGN IN.
You can click the Unmask icon
to view your typed password. Similarly, you can click the Mask icon
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Alternatively, you can sign in from TaxCaddy.com on the web or TaxCaddy mobile app on Android and iOS.
Enabling Two Factor Authentication
Two-factor authentication (2FA) adds an extra layer of security when accessing TaxCaddy. When you log in to TaxCaddy, a verification code will be sent as a text message to your mobile phone. You'll need to provide a verification code to log in. By setting up 2FA, your TaxCaddy account will be protected in case your account credentials are compromised.
Follow these steps to enable Two Factor Authentication(2FA):
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This screen will inform you of the two-factor authentication process. Click SETUP TWO FACTOR AUTHENTICATION.
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Provide your mobile phone number, then click SEND VERIFICATION CODE. You will receive a verification code in a few minutes.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support. -
Provide the verification code that was sent to your mobile phone, then click NEXT.
The verification code expires after 5 minutes.
Setup Default Tax Year
Next, you can select a default tax year. Each time you log in, the selected default tax year will show you documents, invoices, and tax returns associated with that tax year. You can also toggle between tax years at any time irrespective of the default tax year.
To skip this step, click Skip this.
You can change the default tax year from the Settings screen.
Click here to learn more about changing the default tax year.
Setup Connection Request
You will see a connection request only if a tax professional has requested permission to connect with you.
If you didn't receive a connection request, then skip to the next step. You can also accept a connection request from the Overview screen when your tax professional sends you the request.
Click here to learn more about connecting with your tax professional.
Granting permission allows the tax professional to:
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Access your tax documents
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Communicate with you
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Send you letters, questionnaires, and other requests
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Upload your tax return for you to review.
To accept a connection request, click ACCEPT CONNECTION.
To skip the setup process click Skip this. If you choose to skip the setup process then you can connect with your tax professional from the Overview screen.
Click here to learn more about connecting with your tax professional.
Click here to learn more about disconnecting from your tax professional.
Add Spouse
You'll now be prompted to invite your spouse to join your account.
If you do not have a spouse, click I do not have a spouse, and click CONTINUE.
You can either enter your spouse's email address and click SEND INVITATION, or click Skip this to log in without entering any spouse information. You can also add an additional user at a later time in Settings.
Click CONTINUE to log into TaxCaddy.
Because it's your first time logging in, you will be presented with our Onboarding Tutorial, where you can familiarize yourself with the different TaxCaddy features. Click NEXT to progress through the tutorial or click SKIP if you'd like to proceed to TaxCaddy.
You can click NEXT to progress through the tutorial or click SKIP if you'd like to proceed to TaxCaddy.
iOS mobile app
Follow these steps to create a new TaxCaddy account on your iPhone mobile phone app.
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Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
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Download and install the TaxCaddy mobile app.
Click here to view more information on downloading the TaxCaddy mobile app.
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Open the TaxCaddy mobile app, if you see the welcome screen, tap GET STARTED to sign up.
However, if you see the login screen, tap SIGN UP.
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Type the following information then tap Next:
- First Name
- Last Name
- Email Address - Your email address (Tip: Use the email address shared with your tax professional).
- Country Code - If your mobile phone number is located outside the United States of America then change the country code.
- Mobile Number - Omit any symbols when entering your phone number (i.e. hyphens, brackets, etc).
- Create Password - Create a strong password to keep your personal info safe and protect your files.
We recommend you create your TaxCaddy account using the same email address your tax professional has on file. If you choose to create your account using a different email address, contact support after logging in to TaxCaddy for the first time to ensure your tax professional can connect with your account.
Omit any symbols when entering your phone number (i.e. hyphens, brackets, etc).
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Type a password into the Password field. Once your account is created, you will need to enter this password to log in to your TaxCaddy account.
Create a strong password to keep your personal info safe and protect your files. A valid password must have the following:
-
A number
- A special character (i.e. !@#$%^&*(){}:?><,.)
Spaces are not permitted
-
Both upper and lower case letters
-
8 to 72 characters
Your password must meet all the requirements. Each password requirement will highlight as you enter a password. You can click the mask
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You can tap Terms of Use to read the end user license agreement, then tap AGREE & CREATE ACCOUNT to proceed.
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You will see an error message(s) if a field is invalid or missing required information. Enter the information then tap CREATE ACCOUNT to try again.
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You will receive a confirmation message if your account is created successfully. Tap OK to continue.
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Check your email for an email verification message from TaxCaddy. Tap Verify My Email Address. Your email address is confirmed.
The link sent to verify your email address expires in 30 days.
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In the TaxCaddy app, type your email address in the Email field, your password into the Password field, then tap LOG IN.
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Two-factor authentication (2FA) adds an extra layer of security when accessing TaxCaddy. When you log in to TaxCaddy, a verification code will be sent as a text message to your mobile phone. You'll need to provide a verification code to log in. By setting up 2FA, your TaxCaddy account will be protected in case your account credentials are compromised. To continue, tap SETUP TWO-FACTOR AUTHENTICATION.
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Provide your mobile phone number, and then tap SEND VERIFICATION CODE. If you don't see the SEND VERIFICATION CODE button, tap the background to lower the number pad.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support. -
Provide the verification code that was sent to your mobile phone, and tap SUBMIT.
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Next, you can select a default tax year. Each time you log in, the selected default tax year will show you documents, invoices, and tax returns associated with that tax year. You can toggle between tax years at any time irrespective of the default tax year. You can also change the default tax year from the Settings screen. After you select the default tax year, tap CONTINUE.
To skip the setup process, tap SKIP.
You can change the default tax year from the Settings screen.
Tap here to learn more about changing the default tax year. -
The Connection Request step only appears if you have a pending connection request from your tax professional.
If you didn't receive a connection request, then skip to the next step. You can also accept connection request from the Overview screen when your tax professional sends you the request.
Tap here to learn more about connecting with your tax professional.Granting permission allows the tax professional to:
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Access your tax documents
-
Communicate with you
-
Send you letters, questionnaires, and other requests
-
Upload your tax return for you to review.
To accept a connection request, tap ACCEPT CONNECTION.
To skip the setup process tap SKIP. If you choose to skip the setup process then you can connect with your tax professional from the Overview screen.
Tap here to learn more about connecting with your tax professional.
Tap here to learn more about disconnecting from your tax professional.
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You'll now be prompted to invite your spouse to join your account.
If you do not have a spouse, tap I do not have a spouse, and tap CONTINUE.
You can either enter your spouse's information then tap SEND INVITATION, or tap SKIP to log in without entering any spouse information. You can also add an additional user at a later time in Settings.
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You're now logged in to TaxCaddy!
Android mobile app
Follow these steps to create a new TaxCaddy account on your Android mobile phone app.
-
Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
-
Download and install the TaxCaddy mobile app.
Click here to view more information on downloading the TaxCaddy mobile app.
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Open the TaxCaddy mobile app, if you see the welcome screen, tap GET STARTED to sign up.
However, if you see the login screen, tap SIGN UP.
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Provide the following information:
- FIRST NAME
- LAST NAME
- EMAIL - Your email address (Tip: Use the email address shared with your tax professional).
- COUNTRY CODE - If your mobile phone number is located outside the United States of America then change the country code.
- MOBILE NUMBER - Omit any symbols when entering your phone number (i.e. hyphens, brackets, etc).
- PASSWORD - Create a strong password to keep your personal info safe and protect your files.
We recommend you create your TaxCaddy account using the same email address your tax professional has on file. If you choose to create your account using a different email address, contact support after logging in to TaxCaddy for the first time to ensure your tax professional can connect with your account.
Omit any symbols when entering your phone number (i.e. hyphens, brackets, etc).
-
Type a password into the PASSWORD field. Once your account is created, you will need to enter this password to log in to your TaxCaddy account.
A valid password must have the following:
-
A number
- A special character (i.e. !@#$%^&*(){}:?><,.)
Spaces are not permitted
-
Both upper and lower case letters
-
8 to 72 characters
Your password must meet all the requirements. Each password requirement will highlight as you enter a password. You can click the mask
-
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You can tap Terms and Conditions and Privacy Policy to read the end user license agreement. Tap AGREE & CREATE ACCOUNT to create your TaxCaddy account.
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You will see an error message(s) if a field is invalid or missing required information. Enter the information then tap CREATE ACCOUNT to try again.
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You will receive a confirmation message if your account is created successfully. Tap OK to continue.
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Check your email for an email verification message from TaxCaddy. Tap confirm my email address to confirm your email address.
The link sent to verify your email address expires in 30 days.
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In the TaxCaddy mobile app, type your email address in the EMAIL field, your password in the PASSWORD field, then tap SIGN IN.
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Two-factor authentication (2FA) adds an extra layer of security when accessing TaxCaddy. When you log in to TaxCaddy, a verification code will be sent as a text message to your mobile phone. You'll need to provide a verification code to log in. By setting up 2FA, your TaxCaddy account will be protected in case your account credentials are compromised. To continue, tap SETUP TWO-FACTOR AUTHENTICATION.
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Provide your mobile phone number, then tap SEND VERIFICATION CODE.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support. -
Provide the verification code that was sent to your mobile phone, then tap SUBMIT.
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If your device supports biometric log in then you can tap Enable to enable future login in without entering a password. You can tap NOT NOW or DON'T ASK ME AGAIN to dismiss the screen.
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If you don't see the Default Tax Year screen, skip to the next step.
Next, you can select a default tax year. Each time you log in, the selected default tax year will show you documents, invoices, and tax returns associated with that tax year. You can toggle between tax years at any time irrespective of the default tax year. You can also change the default tax year from the Settings screen. After you select the default tax year, tap CONTINUE.To skip the setup process, tap SKIP.
You can change the default tax year from the Settings screen.
Tap here to learn more about changing the default tax year. -
The Connection Request step only appears if you have a pending connection request from your tax professional.
If you didn't receive a connection request, then skip to the next step. You can also accept connection request from the Overview screen when your tax professional sends you the request.
Tap here to learn more about connecting with your tax professional.Granting permission allows the tax professional to:
-
Access your tax documents
-
Communicate with you
-
Send you letters, questionnaires, and other requests
-
Upload your tax return for you to review.
To accept a connection request, tap ACCEPT CONNECTION.
To skip the setup process tap SKIP. If you choose to skip the setup process then you can connect with your tax professional from the Overview screen after you log in.
Tap here to learn more about connecting with your tax professional.
Tap here to learn more about disconnecting from your tax professional.
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You'll now be prompted to invite your spouse to join your account.
If you do not have a spouse, tap I do not have a spouse, and tap CONTINUE.
You can either enter your spouse's information then tap SEND INVITATION, or tap SKIP to log in without entering any spouse information. You can also add an additional user at a later time in Settings.
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You're now logged in to TaxCaddy!
What's next?
After logging in, you will see an Overview of your TaxCaddy account and a task list with requests from your tax professional.
Comments
1 comment
links attached to instructions would be helpful and faster
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