You can discuss the questionnaire with your tax professional by sending messages from the message panel on the questionnaire screen, which creates a new thread associated with the questionnaire in Messages.

Click here to show/hide instructions for iPhone mobile phone app 

Click here to show/hide instructions for Android mobile phone app 

TaxCaddy.com on PC, Mac or tablet

Follow these steps to send a message about the questionnaire using TaxCaddy.com on your PC, Mac or tablet. 

1. 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.
   
   
   
   
2. On the Tax Pro Requests panel, click the questionnaire request. 
   
   
   
   
3. The questionnaire opens. On the message 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. The thread is also accessible in Messages.