You can discuss your tax payment voucher with your tax professional by sending messages from the message panel when viewing a tax payment voucher, which creates a new thread associated with that document in Messages.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to message your tax professional regarding your tax payment voucher using TaxCaddy.com on your PC, Mac or tablet.
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Sign in to TaxCaddy.com
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If your tax professional has uploaded a tax payment voucher to your account, you can click Pay - Tax Payment(s) to view these payment vouchers.
Alternatively, you can click the Tax Payments tab. -
The All tax year option will be selected by default. With All selected, you will see all of the uploaded tax payments, regardless of tax year. The year badge indicates which tax year the tax payment belongs to.
If you'd like to see tax payments belonging to a specific tax year, select it from the TAX YEAR drop-down menu.
- Skip this step if the TAX RETURN menu is not available. If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, you can select a TAX RETURN profile to narrow down the tax return list, if desired.
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List of tax payment vouchers created by your tax professional will appear. Click the voucher to view the tax payment document.
If you're having trouble finding a specific tax payment, the search bar may help you locate it. You can search for a tax payment by: Payment Type, Payment To, Voucher Name, Amount Due, or Status.
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On the Messages panel, type your message into the box then click SEND. Your tax professional's reply appears in the thread on this panel, and the thread is also accessible in Messages through the navigation bar on top.
iOS mobile app
Follow these steps to message your tax professional regarding your tax payment voucher on your iOS mobile phone app.
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Log in to the TaxCaddy mobile app.
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Tax payment vouchers that have been uploaded to your account will appear on the Overview screen. Tap Pay - Tax Payment(s) to open your tax payments.
Alternatively, you can tap More
on the navigation tab then tap Tax Payments.
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You will see tax payments spanning all tax years.
The All tax year option will be selected by default. If you'd like to only see tax payments belonging to a specific tax year, select it from the Tax year menu.
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Tap PAID to see tax payments you already paid.
Tap UNPAID to see tax payments that need to be paid (selected by default). If you have already paid a tax payment voucher then you or your tax professional can mark the tax payment as paid.
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List of tax payment vouchers created by your tax professional will appear. Tap on the tax payment voucher you want to view.
- Tax payment voucher will open in the viewer. Tap the Messages icon in the upper right corner.
- Type your message and tap the Send
icon to send your message.
Android mobile app
Follow these steps to message your tax professional regarding your tax payment voucher on your Android mobile phone app.
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Log in to the TaxCaddy mobile app.
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Tax payment vouchers that have been uploaded to your account will appear on the Overview screen. Tap Pay - Tax Payment(s) to open your tax payments.
Alternatively, you can tap the Menu
icon.Tap Tax Payments.
- You will see tax payments spanning all tax years.
The All tax year option will be selected by default. If you'd like to only see tax payments belonging to a specific tax year, select it from the Tax year menu.
- Tap PAID to see tax payments you already paid.
Tap UNPAID to see tax payments that need to be paid (selected by default). If you have already paid a tax payment voucher then you or your tax professional can mark the tax payment as paid.
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A list of tax payment vouchers created by your tax professional will appear. Tap on the tax payment voucher you want to view.
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Tax payment voucher will open in the viewer. Tap the Messages icon.
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Type your message and tap the Send
icon to send your message.
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