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.

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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.

1. Sign in to TaxCaddy.com

2. Click Invoices.

   

    

3. Select the applicable Tax Year.

   

    

4. The list of invoices created by your tax professional will appear.

   

   Click the Invoice icon  to view an invoice.

   

    

5. 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.

   Tip: 
         You can click the Invoice PDF to open it in the Document Viewer.