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.

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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 and click Tax Returns.
   
   
   
   
2. Under Tax Returns click Tax Payments.
   
   
   
   

3. Under Tax Payments, click the voucher you want to mark as paid.

   
   
   
   Alternatively, You can also click the Menu  button that appears on the right when you point to the voucher. The tax payment voucher will be covered with new buttons. Click View.
   
   
   
   
   
   
4. On the Message panel, type your message into the box and 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.