Release Notes 2022-08-25, iOS (Signature Requests, Tax Payments)

Hey everyone, here's what's new in the iOS TaxCaddy app this month:

• 1041 Signature requests
• Tax payments updates

1041 signature requests

If your tax professional has created a 1041 tax return profile in your TaxCaddy account, they may now begin sending you 1041-related requests. After opening the Documents tab on your mobile device, tap the Tax Return drop-down menu to select the tax return profile you are fulfilling a request for.

Alternatively, you can tap SELECT TAX RETURN to select a tax return profile.

Once your 1041 tax return is selected, these requests will appear under the To Sign section of the Requested tab. Tap the document tile to begin fulfilling the request.
Click here to learn about signing document requests in TaxCaddy.

Tax payments

The tax payments screen has been updated! You can now view all of your tax payments across all available tax years. By default the All option will be selected, displaying a complete list of your tax payments, however, you can use the Tax year menu to select a specific tax year to view.

Click here to learn more about viewing tax payments in TaxCaddy.

Additionally, the tax payments uploaded to your account will be separated between ones that have already been paid and ones that haven't. You can indicate which type of tax payment you wish to view using the Paid and Unpaid toggle.