Hi! Here's what's new in TaxCaddy on iOS!
Previous tax years
When viewing a previous tax year(s), you may now see a banner notification displaying Warning: Your Tax Pro Has Limited Access. Once a previous tax year(s) has passed a certain time period limit, tax professionals can choose not to access documents, messages, or any other information from that tax year.
Click here to learn more about viewing different tax years.
Design Updates
Changes to the UI were made to improve the user experience. The following features have been redesigned with an updated look:
Overview
The Overview screen has been redesigned with an updated UI.
Help & Create Ticket: Click here to learn more about getting help.
Admin User / Switch Account: Click here to learn more about multi-account management.
Note: Admin Usericon only appears for users that are managing other users.
Announcements: Click here to learn more about TaxCaddy Overview screen.
Add Documents: Click here to learn more about adding documents.
Tax Pro Request (Overview)
Tax Pro Request has been redesigned with an updated UI.
Click here to learn more about Tax Pro Request.
Payments Due (Overview)
Tax Payment Vouchers on the Overview screen have been redesigned with an updated UI.
Click here to learn more about Tax Payment Vouchers.
Smart Links (Overview)
You can now swipe left and right to view all Smart Links.
Click here to learn more about Smart Links.
Payments Due
The following Tax Payment Voucher screens have been redesigned with an updated UI:
Click here to learn more about marking tax payment voucher as paid.
Questionnaire
The Questionnaire screen has been redesigned with an updated UI.
Click here to learn more about filling out the questionnaire.
Done Uploading
The Done Uploading screen has been redesigned with an updated UI.
Click here to learn more done uploading.
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