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
- 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 a tile to view the invoice.
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The selected invoice will appear in the Overview screen's document viewer.
- Click the Message
icon at the top to open the Messages panel for the selected tax payment document.
The title of the selected invoice will appear at the top of the Messages panel.
- On the Messages panel, type your message into the textbox, then click SEND. Your tax professional's reply appears in the thread on this panel. The message thread is also accessible from the Messages page on the navigation panel.
The thread will also be accessible through the Messages tab.
- Alternatively, when viewing an invoice in the Invoices tab you can use the Messages panel to send a message to your tax professional.
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
.
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
.
Your Tax Professional's reply appears in the thread section. The thread is also accessible from the Messages section.
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