Knowledge Base
Add us to your Safe Senders list
- Updating your Safe Senders list in AOL
- Updating your Safe Senders list in AT&T Web, BellSouth & SBC Email
- Updating your Safe Senders list in Centurylink/Centurytel
- Updating your Safe Senders list in Charter/Spectrum
- Updating your Safe Senders list in Comcast/Xfinity
- Updating your Safe Senders list in Earthlink
Overview
- Confirming personal information
- Multi-Account Management
- Connecting with your tax professional
- Tax Pro Requests
- Smart Links
- Recent uploads (Legacy View Only)
Documents
- Downloading multiple documents at once
- Importing saved or downloaded documents on your phone with TaxCaddy
- Undo an action (delete, doesn't apply, already provided)
- Renaming documents
- Uploading documents
- Uploading requested items
Document Viewer
- Document Viewer Overview (PDF Viewer)
- Viewing documents in Fullscreen
- Select and Zoom
- Text annotations
- Textbox annotations
- Shapes annotations
Messages
Tax Returns
Tax Payments
- Viewing a tax payment voucher
- Downloading a tax payment voucher
- Deleting a tax payment voucher
- Marking paid on a tax payment voucher
- Paying tax payment by check
- Tracking tax payment shipping
Invoices
Account Settings
- Dark Mode
- Changing the default tax year
- Smart Links institutions
- Using your biometrics (Touch ID/Face ID) to log in to TaxCaddy on iPhone and Android
- Logging in
- Updating your user info (profile picture, name, and email address)
Account Security
Announcements
- Scheduled maintenance - 01/16/2021 11:00 PM PT - 01/17/2021 1:00 AM PT
- Release Notes 2020-12-21, iOS 4.12 (Personal Information, Questionnaire)
- Release Notes 2020-12-21, Android 4.12 (Personal Information, Questionnaire)
- Release Notes 2020-12-17, Web 4.12 (Personal Information, Questionnaire)
- Release Notes 2020-11-03, Web 4.11 (Overview)
- Release Notes 2020-09-16, Android 4.06 (Tax Payments, Messages)