You can remove bank account information from TaxCaddy while paying invoices or from the Settings screen.
Once a verified bank account is removed, you will need to authenticated the account information again if you choose to add it back.
Click here to learn more about adding a bank account.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to remove your bank account from TaxCaddy:
-
Log in to TaxCaddy.com.
-
On the upper right, click the User Menu and then click Settings.
-
Click the Payment Accounts tab.
-
Click Remove Account on the bank account you want to remove.
iOS mobile app
Follow these steps to remove your bank account from TaxCaddy on your iOS mobile app:
-
Tap More on the navigation tab bar then tap Settings.
-
On the Settings screen, tap Payment Accounts.
-
Drag the bank account to the left.
-
Tap Delete to delete the bank account information.
-
You can also remove bank account information while paying invoices.
Android mobile app
Follow these steps to remove your bank account from TaxCaddy on your Android mobile phone app.
-
Tap the Menu
icon. -
Tap Settings.
-
On the Settings screen, tap Payment Accounts. You may need to swipe up/down to find the option.
-
Swipe the bank account to the left.
-
On the confirmation dialog box, tap Delete to delete the bank account information.
Tip: You can also remove bank account information from the Invoices screen.
Comments
0 comments
Please sign in to leave a comment.