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.

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 message your tax professional regarding your tax payment voucher using TaxCaddy.com on your PC, Mac or tablet.

1. Sign in to TaxCaddy.com

2. Click Tax Payments.

      

    

3. 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.

   

    

4. List of tax payment vouchers created by your tax professional will appear. Click the voucher to view the tax payment document.

      

    

5. On the Message 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.