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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Click Invoices.
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Select the applicable Tax Year.
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The list of invoices created by your tax professional will appear. Click on an invoice to view it.
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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.
The thread is also accessible from the Messages section through the navigation bar on top.
You can click the Invoice PDF to open it in the Document Viewer.
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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