You can discuss your invoice with your tax professional by sending messages from the message panel when viewing an invoice, 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 invoice using TaxCaddy.com on your PC, Mac, or tablet.
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Sign in to TaxCaddy.com
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Invoices uploaded to your account will be listed in the Task List found in the Overview screen under TAX RETURNS & PAYMENTS.
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Click an invoice listed to open it in the Document Viewer in the Invoices tab.
- 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.
The thread will also be accessible through the Messages tab.
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Alternatively, you can click Invoices to open a list of all invoices in your account for the selected tax year.
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The list of invoices created by your tax professional will appear. Click on an invoice to open the Messages panel for that invoice.
Invoices are only visible under the tax year they were created in by your tax professional. Your tax professional can place invoices due from a different tax year under the selected tax year. For example, your tax professional can have an invoice that was due the previous year and place it under the current year.
iOS mobile app
Follow these steps to view your tax payment voucher on your iOS mobile phone app.
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Open an invoice for viewing.
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When you see the invoice open on the PDF Viewer screen, click the Message icon
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Your Tax Professional's reply appears in the thread section. The thread is also accessible from the Messages section.
Android mobile app
Follow these steps to pay invoices on your Android mobile phone app.
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Open an invoice for viewing.
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Once you see the invoice open on the PDF Viewer screen, click the Message icon
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Your Tax Professional's reply appears in the thread section. The thread is also accessible from the Messages section.
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