The Overview screen gives you a brief snapshot of everything in your account. TaxCaddy has updated the Overview screen with a new look. You can click here to learn more about the new updated look. However, if you prefer to use the previous Legacy View then you click Switch Back to Legacy View on the lower right corner.
TaxCaddy.com on PC, Mac or tablet
This article covers the Overview screen when using TaxCaddy.com on a PC, Mac or tablet.
On the upper right side, you can click the user profile to expand the User menu.
Here you can access Settings, Activity Feed, Help, Tutorials, and Smart Links. You can also Log Out.
If another user has added you as an additional user to their account then you can click Switch Account to toggle between their account and yours.
Spouse users do not see Switch Account since their accounts are already connected to the taxpayer's account.
If you were added as an additional user by then click here to learn more about being an additional (admin) user.
You can use the search feature to search for documents, tax payments vouchers, etc. To search, click the Search icon on the upper right side.
Search results will auto-populate as you type.
Navigation to Overview, Documents, Messages, Tax Returns, and Invoices appear on the top bar.
If your account is connected with your tax professional, your tax professional's logo appears on the top left.
You can view announcements and tips on the upper middle panel.
Tax Returns and Tax Payments
Once your tax professional has uploaded a tax return, you can see the related information in Tax Returns / Tax Payments.
Drag a document to or click in the box near the top to upload a document.
Tax Pro Requests
When your tax professional sends you requests, you'll find them in Tax Pro Requests.
You can click the Questionnaire request in Tax Pro Requests to access your questionnaire.
Similarly, you can also click other documents in the Tax Pro Requests panel to Review, Sign, and Upload requested documents.
Smart Links allow you to connect to your financial institutions for automatic retrieval of your documents.
On the Recent Uploads panel, you can find recently uploaded documents.