Hey everyone, here's what's new in the TaxCaddy iOS app this month:
Document request list enhancement
We've updated the experience of reviewing your pending document requests from the Overview screen. When you tap [Tax Year] Document Request on your Task List, you will now be navigated to the Document Requests screen listing all your document requests.
Click here to learn more about uploading requested items.
From here, you can filter between All, Open, or Fulfilled requests to streamline your review process.
You can then select the method through which you will be uploading the requested item (i.e. Take a photo, Upload a File, Reply With Amount, etc.)
Click here to learn more about fulfilling requests from your tax professional.
Once fulfilled, the icon next to the listed request will indicate so, and the progress bar at the bottom of the list will update.
Click here to learn what each status icon means.
Tax payments
When viewing the tax payments that your tax professional has uploaded to your account, they will now be grouped by the month that they're due. You'll also see a badge containing the combined TOTAL for each month.
All Past Due tax payments will be listed together.
Additionally, when fulfilling a tax payment uploaded to your account (either by marking the payment as paid or paying it by check), you can now consult the tax payment voucher's content mid-process. Tap the Document icon in the top-right of your screen to open the tax payment voucher.
Click here to learn more about viewing tax payment vouchers.
Personal information
TaxCaddy users outside of the United States can now provide information about their non-US IDs in the Personal Information task.
Click here to learn more about the Personal Information task.
When completing either the State ID or Spouse State ID steps of the Personal Information task, users can tap to the NON-US ID tab to provide their identification information.
Click here to learn more about the State ID step.
Click here to learn more about the Spouse State ID step.
Users can then select the country for which they would like to provide information from the COUNTRY ISSUED drop-down menu.
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