Release Notes 2018-03-15, Web 2.2 (tax summaries)

Here's what's new in TaxCaddy.

Tax summaries are displayed on the Tax Returns screen

You can now view a tax summary on the Tax Returns screen if your tax professional provides the related information.

Send a message from the Tax Returns screen

Previously there was a panel to send messages on the right side of the Tax Returns screen. Now that the tax summaries are in that location, you can click a button at the bottom to send a message.

Note: You can still send a message from the panel on the right when viewing a tax return.

Spouses and other additional users can change their name and email

Spouses and other additional users can now change their name and email from Settings.

Check the connection status of additional users

You can now check the connection status of your spouse or additional users from Settings.

Users who manage multiple accounts can remove disconnected users

If you manage multiple TaxCaddy accounts, you can now remove disconnected users from your Multi Account Management dashboard. Simply click the red x in a disconnected user's tile to remove that user.

Click here to learn more about Multi Account Management.