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
- Unread messages
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
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
- Adding a signature on a tax payment check
Invoices
Account Settings
- Reminder Notifications
- Updating your user info (profile picture, name, and email address)
- Changing the default tax year
- Disconnect from your tax professional
- Mobile Settings
- Smart Links institutions
Account Security
- Updating your phone number
- Protecting your account
- I can't log in to TaxCaddy
- Changing your password
- Updating security questions
- Device Activity
Announcements
- Release Notes 2023-01-12, iOS (Launch app from email, Access Link)
- Release Notes 2023-01-12, Android (Launch app from email, Access Link)
- Release Notes 2022-12-08, Web (Task List)
- Release Notes 2022-11-17, iOS (Tax Payments Signature)
- Release Notes 2022-11-17, Android (Tax Payments Signature)
- Release Notes 2022-10-31, Web (Tax Payments Signature)