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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Click Tax Payments.
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Select the tax year. Tax payment vouchers are only visible under the tax year they were created in by your tax professional. If the voucher is past due from the previous year, it can still be placed under the current year by your tax professional.
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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.
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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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Tap More on the navigation tab then tap Tax Payments.
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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 on the upper right corner.
- Type your message and tap the send button 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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Tap the Menu icon
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Tap Tax Payments.
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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 button to send your message.
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