Get reminders when an important item needs your attention. For example, you can avoid late payments by getting a reminder message when your tax payments are approaching their due date. Starting two weeks away from its due date, you will gradually receive reminder alerts via email, SMS messages, and push notifications for an unfulfilled tax payment, ensuring that you do not miss a deadline.
In order to receive reminder notifications, review your account's email and push notification settings, as disabled notifications may prevent you from receiving reminders.
Click here to learn how to update your notification preferences.
Enabling reminder notifications will deliver reminders to both you and any spouse user you have added to your account (if applicable) for the selected categories.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to enable reminder notifications in TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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On the upper right, click the User Menu then click Settings.
- On the NOTIFICATIONS tab, click Reminder Notifications.
If you have not already, enable your email and push notifications settings to ensure you receive Reminder Notifications.
Click here to learn how to update your notification preferences. - Reminder notifications will be enabled by default, however, you can click the toggle to indicate whether you wish to enable or disable reminder notifications for that given category.
iOS mobile app
Follow these steps to enable reminder notifications in the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app.
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Tap More on the navigation tab then tap Settings.
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Under User, tap Update Notification Preferences.
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Scroll to the bottom of the Notifications screen to view Reminder Notifications settings.
- Under Reminder Notifications, toggle a category to enable or disable its reminder notifications.
Android mobile app
Follow these steps to enable reminder notifications in the Android mobile phone app.
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Sign in to the TaxCaddy mobile app, then tap the Menu icon.
- Tap Settings.
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Under User, tap Update Notification Preferences.
- Scroll to the bottom of the Manage Notifications screen to view Reminder Notifications settings.
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Under Reminder Notifications, toggle a category to enable or disable its reminder notifications.
After enabling reminder notifications, you will receive multiple notifications alerting you of your pending requests. These notifications will include:
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- Email notification: You will receive an email as your first reminder notification 14 days away from the due date. The email notification will list your upcoming tax payments and their due dates.
Email Subject Tax Payment(s) Due Soon - Push notification: You will receive a push notification as your second reminder 7 days away from the due date.
- Email and SMS message: You will receive an email and SMS message as your third and fourth reminders 2 days away from the due date.
- Email notification: You will receive an email as your first reminder notification 14 days away from the due date. The email notification will list your upcoming tax payments and their due dates.
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