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:
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Log in to TaxCaddy.com.
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On the upper right, click the User Menu and then click Settings.
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Click the Payment Accounts tab.
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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:
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Tap More on the navigation tab bar then tap Settings.
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On the Settings screen, tap Payment Accounts.
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Drag the bank account to the left.
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Tap Delete to delete the bank account information.
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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.
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On the Overview screen, tap the Menu icon
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Tap Settings.
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On the Settings screen, tap Payment Accounts. You may need to scroll down to see this.
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Swipe the bank account to the left.
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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.
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