Providing personal information to your tax professional

Gathering personal information helps your tax professional prepare your tax return(s). The Personal Information screen in TaxCaddy allows you to conveniently share your personal information without having to fill out paperwork then send it back to your tax professional. If you accidentally skipped a step and need to provide that information to your tax professional then you can use the messages feature in TaxCaddy to provide your tax professional your personal information.

Click here to learn more about sending messages to your tax professional.

Redesigned confirmation dialog box

When submitting personal information, you can now click SUBMIT LATER to submit personal information at a later time. Your progress will remain saved until you are ready to send. To submit personal information, select the checkbox to confirm you are ready, then click SUBMIT NOW.

Click here to learn more about providing personal information to your tax professional.

If you need to send your additional information then use the messages feature highlighted on top.

Click here to learn more about sending messages to your tax professional.