Release Notes 2019-04-09, Web 3.3 (Manual verification, Subcategory)

Here's what's new in TaxCaddy.

Tooltip on Manual Verification

You will now see Help icons  when adding a bank account through Manual Verification. You can click the Help icon  to view a tooltip that illustrates where your routing and account number can be located on your check.

Subcategory

When a new subcategory is created, it will now be highlighted and selected automatically.

Click here to learn more about uploading documents.

Click here to learn more about moving documents.