Here’s what’s new in TaxCaddy.
You can now view the document size from the document menu under REQUESTED and UPLOADED documents tab. You can also view document size for Tax Returns.
Click here to learn more about viewing requested items.
Click here to learn more about viewing uploaded documents.
Remove bank account information
You can now swipe left to remove your bank account information from TaxCaddy.
Click here to learn more about removing bank account information.
Note: Once a verified bank account is removed, you will need to authenticate the account information again if you choose to add it back.
Click here to learn more about adding a bank account.
Design for Smart Links screens have now been updated.
Click here to learn more about adding Smart Links.
To confirm if you selected the correct financial institution, you can now click Confirm this is the correct Smart Link institution. If you are able to view and login to the correct website for your financial institution, then you have selected the correct financial institution.
On the Smart Links screen, you can now swipe left to delete a Smart Link.
Click here to learn more about removing Smart Links.
You can swipe right to edit a Smart Link.
Click here to learn more about updating your Smart Links.
Done Uploading notification text has been updated.
Click here to learn more about Done Uploading.
You can now add a subcategory directly when uploading a document.
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