As a spouse, you can sign documents using your account or you can sign documents from your husband's/wife's TaxCaddy account.
Click here to learn more about signing documents as a taxpayer.
Table of Contents:
Sign documents from my husband/wife's TaxCaddy account
TaxCaddy.com on PC, Mac or tablet
As a spouse, this method allows you to sign documents from your husband/wife's TaxCaddy account without creating your own account.
As a spouse, follow these steps to sign a document from your husband/wife's TaxCaddy account:
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Log in to TaxCaddy.com.
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On the Overview screen, you will see a Task List on the left, with your Sign requests listed under Sign Documents.
Your progress in completing your Sign tasks will be denoted with the Progress
icon. Once you've completed all your tasks, you will see the Completed
icon.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, click SWITCH TAX RETURN to select the correct tax return profile. - Click a tile to view the Sign request.
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A Sign request that requires your signature, or the signature of both you and your spouse, will appear in the Overview screen's document viewer.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password.
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Click LET MY SPOUSE SIGN to sign documents from your spouse's user account.
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You may need to enter your phone number if this is your first time signing a document and your spouse has not provided your phone number after signing the document. You must enter a different phone number than your husband/wife.
The Spouse - Enter Phone Number dialog box only appears if you do not have a TaxCaddy account and this is your first time entering your information as a spouse user.
If you already have a TaxCaddy account then make sure you are connected to your spouse's account as a spouse user and not as an additional user.
Click here to learn more about adding and removing spouse and additional user. -
If you have a verified phone number, then the verification code will be sent to your phone. Enter the verification code then click Submit.
This will only be required once per session. Once this account is logged out, you will be required to verify your mobile number once again.Your spouse can add your phone number once they finish signing the document.
Click here to learn more about how your husband/wife can sign documents as the main taxpayer. -
Enter your first name. If the document has fillable fields, select the check box to confirm you have verified those fields and that you will no longer be able to edit them. Click Submit.
- The Knowledge-Based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then click Submit.
If the document requires a spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
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A knowledge-based authentication question appears. Select the correct answer then click Next. Repeat this step until you have answered all four knowledge-based authentication questions.
You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to Uploaded Tax Documents, that status is updated to
and you must download the document and sign it manually.
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Once TaxCaddy confirms you signed the document, click Done to return to your Task List where you can navigate to a new request to fulfill.
iOS mobile app
As a spouse, follow these steps to sign a document from your spouse's iOS mobile phone:
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Log in to the TaxCaddy mobile app.
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Signature requests that your tax professional has uploaded to your account will appear on the Overview screen. Tap the Sign request you'd like to fulfill to view it.
Your progress in completing your Sign tasks will be denoted with the Progress
icon. Once you've completed all your tasks, you will see the Completed
If your tax professional has enabled 1041 tax return profiles on your account, you can tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.Click here to learn more about 1041 tax return profiles in TaxCaddy.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password. -
The document opens in the Document Viewer. If the document has fillable forms, tap on a field and enter data. As soon as you tap out of the field, the document will automatically save your data.
You can message your tax professional regarding this document using the message panel on the right.
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Tap the Sign icon
on the lower right side to open the signature menu.
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You can tap Let My Spouse Sign to sign documents as a spouse from your husband/wife's user account.
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You may need to enter your phone number if this is your first time signing a document and your husband/wife has not provided your phone number after signing the document.
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If you have a verified phone number then the verification code will be sent to your phone. Enter the Verification Code then tap Submit.
This will only be required once per session. Once this account is logged out, you will be required to verify your mobile number once again.
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Enter your first name. If the document has fillable fields, select the check box to confirm you have verified those fields and that you will no longer be able to edit them. Tap Submit.
- The Taxpayer Verification dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then tap Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
-
A knowledge-based authentication question appears next. Select the correct answer then tap Next. Repeat this step until you have answered all four knowledge-based authentication questions.
You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to Uploaded Tax Documents, that status is updated to
Android mobile app
As a spouse, follow these steps to sign a document from your husband/wife's iOS mobile phone:
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Log in to the TaxCaddy mobile app.
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Signature requests that your tax professional has uploaded to your account will appear on the Overview screen. Tap the Sign request you'd like to fulfill.
Your progress in completing your Sign tasks will be denoted with the Progress
If your tax professional has enabled 1041 tax return profiles on your account, you can tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.
Click here to learn more about 1041 tax return profiles in TaxCaddy.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password. -
The document opens in the Document Viewer. If the document has fillable forms, tap on a field and enter data. As soon as you tap out of the field, the document will automatically save your data.
You can message your tax professional regarding this document using the message panel on the right.
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Tap the Sign
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You can tap Let My Spouse Sign to sign documents as a spouse from your husband/wife's user account.
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You may need to enter your phone number if this is your first time signing a document and your husband/wife has not provided your phone number after signing the document.
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If you have a verified phone number then the verification code will be sent to your phone. Enter the verification code then tap Submit.
This will only be required once per session. Once this account is logged out, you will be required to verify your mobile number once again.
-
Enter your first name. If the document has fillable fields, select the check box to confirm you have verified those fields and that you will no longer be able to edit them. Tap Submit.
- The Knowledge-Based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then tap Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
-
A knowledge-based authentication question appears next. Select the correct answer then tap Next. Repeat this step until you have answered all four knowledge-based authentication questions.
You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to Uploaded Tax Documents, that status is updated to
Sign documents using my account
TaxCaddy.com on PC, Mac, or tablet
Before you start
If a spouse's signature is required, the taxpayer can send you an invite directly from their account while they're signing the document. Alternatively, the taxpayer account holder can also send you an invite by adding you as an additional user.
Click here to learn more about how a taxpayer user can add a spouse to their account.
As a spouse, follow these steps to sign a document using your account:
- You will receive an invite to log in to TaxCaddy. Click the Sign Up Free. button.
You will be automatically rerouted to the account creation page where you can enter your phone number and password for future logins.
Click here to learn more about creating your account and logging in for the first time. -
On the Overview screen, you will see a Task List on the left, with your Sign requests listed under Sign Documents.
If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, click SWITCH TAX RETURN to select the correct tax return profile. - Click a tile to view the Sign request.
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Your Sign request will appear in the Overview screen's document viewer.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password.
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To sign the document, click SIGN & ACCEPT on the Document Viewer panel.
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Enter your first name. If the document has fillable fields, select the check box to confirm you have verified those fields and that you will no longer be able to edit them. Click Submit.
- Knowledge-based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then click Submit.
If the document requires spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
-
When a knowledge-based authentication question appears, select the correct answer, then click Next. Repeat this step until you have answered all four knowledge-based authentication questions.
You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to Uploaded Tax Documents, that status is updated to
-
Once TaxCaddy confirms you signed the document, click Done.
iOS mobile app
-
Signature requests that your tax professional has uploaded to your account will appear on the Overview screen. Tap the Sign request you'd like to fulfill to view it.
If your tax professional has enabled 1041 tax return profiles on your account, you can tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.Click here to learn more about 1041 tax return profiles in TaxCaddy.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password. -
Tap the Sign
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To sign the document, tap Sign & Accept.
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Enter your first name as it appears on your profile page then tap Submit.
If the document has fillable fields then select the check box to confirm you have verified those fields and that you will no longer be able to edit them.
- The Taxpayer Verification dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then tap Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
-
A knowledge-based authentication question appears next. Select the correct answer then tap Next. Repeat this step until you have answered all four knowledge-based authentication questions.
You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to Uploaded Tax Documents, that status is updated to
- Once you've completed your signature request, and tapped Done on the Signature Completed dialog box, you may be prompted to navigate to the next pending signature task if one exists.
- You can tap NEXT TASK to open your next signature task in the Document Viewer to complete.
- You can tap CANCEL to remain on the Overview screen.
Android mobile app
-
Signature requests that your tax professional has uploaded to your account will appear on the Overview screen. Tap the Sign request you'd like to fulfill.
If your tax professional has enabled 1041 tax return profiles on your account, you can tap the SELECT TAX RETURNS drop-down menu to view your available tax return profiles.Click here to learn more about 1041 tax return profiles in TaxCaddy.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password.
-
Tap the Sign
icon on the lower right side to open the signature menu.
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To sign the document, tap Sign & Accept.
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Enter your first name as it appears on your profile page then tap Submit.
If the document has fillable fields then select the check box to confirm you have verified those fields and that you will no longer be able to edit them.
- The Knowledge-Based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then tap Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
-
A knowledge-based authentication question appears next. Select the correct answer then tap Next. Repeat this step until you have answered all four knowledge-based authentication questions.
You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to Uploaded Tax Documents, that status is updated to
- Once you've completed your signature request, and tapped Done on the Signature Completed dialog box, you may be prompted to navigate to the next pending signature task if one exists.
- You can tap NEXT TASK to open your next signature task in the Document Viewer to complete.
- You can tap CANCEL to remain on the Overview screen.
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