You can add your bank account information to TaxCaddy to make a tax payment or pay an invoice. There are two methods of adding a bank account: Instant Verification or Manual Verification.
Add Payment Accounts
TaxCaddy.com on PC, Mac or tablet
Follow these steps to add your bank account to 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.
- Click Add Account to add an account.
The +Add Account feature will only appear if you are currently connected to a tax professional. Users who have previously or never connected to a tax professional will not have the option to add a bank account.
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Click the verification method you want to use to add your bank account:
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Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
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Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
TaxCaddy uses Plaid to add your financial institution.
Click here to see if your financial institution is supported by Plaid.
TaxCaddy Instant Verification method does not support Chase or PNC. Please use the Manual Verification method if needed. -
iOS mobile app
Follow these steps to add your bank account to 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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Tap ADD BANK ACCOUNT.
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You can select between Instant Verification or Manual Verification.
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Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
-
Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
TaxCaddy uses Plaid to add your financial institution.
Click here to see if your financial institution is supported by Plaid.
TaxCaddy Instant Verification method does not support Chase or PNC. Please use the Manual Verification method if needed. -
Android mobile app
Follow these steps to add your bank account to TaxCaddy on your Android mobile phone app.
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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 swipe up/down to see the Payment Accounts option.
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Tap ADD BANK ACCOUNT.
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You can select between Instant Verification or Manual Verification.
-
Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
-
Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
TaxCaddy uses Plaid to add your financial institution.
Click here to see if your financial institution is supported by Plaid.
TaxCaddy Instant Verification method does not support Chase or PNC. Please use the Manual Verification method if needed. -
Instant Verification
TaxCaddy.com on PC, Mac or tablet
Follow these steps to instantly verify your bank account:
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Click Instant Verification to sign in to your bank account.
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When the Plaid overview screen appears, click Continue.
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Scroll down or use the search bar to find your bank. Click on your bank to select it.
TaxCaddy uses Plaid to add your financial institution.
Click here to see if your financial institution is supported by Plaid.
TaxCaddy Instant Verification method does not support Chase or PNC. Please use the Manual Verification method if needed. -
Enter your bank's login credentials. Click Submit.
Your login screen may vary based on your selected bank.
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You will see an error message if your login credentials were incorrect. Click Try again and try again.
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You will see a list of your accounts once you sign in successfully.
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Click the account name where the payment will be made from, then click Continue.
iOS mobile app
Follow these steps to instantly verify your bank account:
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Tap SELECT YOUR BANK.
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When the Plaid overview screen appears, tap Continue.
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Scroll down or use the search bar to find your bank. Tap on your bank to select it.
TaxCaddy uses Plaid to add your financial institution.
Click here to see if your financial institution is supported by Plaid.
TaxCaddy Instant Verification method does not support Chase or PNC. Please use the Manual Verification method if needed. -
Enter your bank's login credentials. Tap Submit.
-
You will see an error message if your login credentials were incorrect. Tap Try again to try again.
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You will see a list of your accounts once you sign in successfully.
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Tap on an account to select it for invoice payment. Tap Continue.
Once your bank account has been added successfully, you can tap the verified bank account to make a payment.
Icons Description Indicates unverified bank accounts Indicates verified bank accounts Indicates bank account has been locked due to too many attempts
Android mobile app
Follow these steps to instantly verify your bank account:
-
Tap SELECT YOUR BANK.
-
When the Plaid overview screen appears, tap Continue.
-
Scroll down or use the search bar to find your bank. Tap on your bank to select it.
TaxCaddy uses Plaid to add your financial institution.
Click here to see if your financial institution is supported by Plaid.
TaxCaddy Instant Verification method does not support Chase or PNC. Please use the Manual Verification method if needed. -
Enter your bank's login credentials. Tap Submit.
-
You will see an error message if your login credentials were incorrect. Tap Try again and try again.
-
You will see a list of your accounts once you sign in successfully.
-
Tap on an account to select it for invoice payment. Tap Continue.
Once your bank account has been added successfully, you can tap the verified bank account to make a payment.
Icons Description Indicates unverified bank accounts Indicates verified bank accounts Indicates bank account has been locked due to too many attempts
Manual Verification
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to manually verify your bank account:
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Click Manual Verification to add your bank account using routing and account numbers. Manual verification may take up to 2 business days.
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Enter all fields then click ADD ACCOUNT.
You can click the Help
icon to see an example of how to locate your routing and account number.
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If you see an error message, click TRY AGAIN and verify all fields.
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Once you have successfully added your bank account, click DONE.
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Once the bank account has been added, it still needs to be verified. You will receive 2 deposits in this bank account, the amounts will be used to authenticate your bank account. This may take up to 2 business days.
Once you receive the two payments in your bank account, return to this step again following the steps listed previously. Click VERIFY on the bank account you added earlier.
You only need to manually verify the bank account once after it has been added.
Note: Your screen may vary if you are adding a bank account when paying a Tax Payment or Invoice.
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To verify this account, enter the two bank deposits under VERIFICATION AMOUNT 1 and VERIFICATION AMOUNT 2, then click VERIFY.
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An error notification appears if the amount you entered is incorrect. Verify the correct amount in your bank account then click VERIFY to try again.
Your bank account will be locked if you fail to verify your micro-deposits in 10 attempts. If your bank account is locked, you can delete the bank account information and try again. Locked
bank account cannot be verified or used for payment.
Click here to learn more about removing your bank account from TaxCaddy.
Please contact TaxCaddy support if you are still unable to verify your locked account.
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Click DONE.
iOS mobile app
Follow these steps to manually verify your bank account:
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If you choose to verify the bank account manually, under Manual Verification enter all fields, then tap Add Account. Verification may take 2 business days.
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Once the bank account has been added, it still needs to be verified. You will see 2 deposits in this bank account that will be used to authenticate your bank account. This may take up to 2 business days. Tap DONE to continue.
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You will see the bank account listed under Payment Accounts.
Icons Description Indicates unverified bank accounts Indicates verified bank accounts Indicates unverified bank account has been locked due to too many attempts Once you have received the two deposits, tap on an unverified bank account
to verify it.
You only need to verify the bank account once after adding it.
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To verify this account, enter the two amounts deposited in your bank account, then tap Verify Account.
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An error notification appears if the amount you entered is incorrect. Verify the correct amount in your bank account then tap VERIFY ACCOUNT to try again.
Your bank account will be locked if you fail to verify your micro-deposits in 10 attempts. If your bank account is locked, you can delete the bank account information and try again. Please contact TaxCaddy support if you are still unable to verify your locked account.
Alternatively, you can also try using the Instant Verification method. -
Once your bank account has been added successfully, you can tap the verified bank account to make a payment.
Android mobile app
Follow these steps to manually verify your bank account:
-
If you choose to verify the bank account manually, under Manual Verification enter all fields, then tap Add Account. Verification may take 2 business days.
If you or your tax professional have previously provided your bank account information to TaxCaddy, we will automatically populate your records with the information we have on file. Please take a moment to review the information and make any corrections you see fit. -
Once the bank account has been added, it still needs to be verified. You will see 2 deposits in this bank account that will be used to authenticate your bank account. This may take up to 2 business days. Tap DONE to continue.
-
You will see the bank account listed under Payment Accounts.
Icons Description Indicates unverified bank accounts Indicates verified bank accounts Indicates unverified bank account has been locked due to too many attempts Once you have received the two deposits, tap on an unverified bank account
to verify it.
You only need to verify the bank account once after adding it.
-
To verify this account, enter the two amounts deposited in your bank account, then tap Verify Account.
-
An error notification appears if the amount you entered is incorrect. Verify the correct amount in your bank account then tap VERIFY ACCOUNT to try again.
Your bank account will be locked if you fail to verify your micro-deposits in 10 attempts. If your bank account is locked, you can delete the bank account information and try again. Please contact TaxCaddy support if you are still unable to verify your locked account.
Alternatively, you can also try using the Instant Verification method. -
Once your bank account has been added successfully, you can tap the verified bank account to make a payment.
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