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

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Overview

• Previous tax years not available to tax professionals
• Multi-Account Management
• Connecting with your tax professional
• Tax Pro Requests
• Smart Links
• Recent uploads

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Documents

• Replying with amount
• 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

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Document Viewer

• Document Viewer Overview (PDF Viewer)
• Viewing documents in Fullscreen
• Select and Zoom
• Text annotations
• Textbox annotations
• Shapes annotations

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Messages

• Reading and replying to messages
• Creating new message threads
• Messaging from panels in document view, questionnaire, tax return, tax payments, and invoices

Tax Returns

• Viewing a tax return
• Downloading your tax return
• Deleting a tax return
• Messaging your tax professional about your return
• Viewing your tax summary

Tax Payment Vouchers

• Viewing a tax payment voucher
• Downloading a tax payment voucher
• Deleting a tax payment voucher
• Marking paid on a tax payment voucher
• Messaging your tax professional about your tax payment voucher

Invoices

• Viewing Invoices
• Paying Invoices
• Paying Invoices > Credit Card
• Paying Invoices > Bank Account
• Downloading Invoices
• Messaging your tax professional about your invoice

Account Settings

• Disconnect from your tax professional
• Changing the default tax year
• Smart Links institutions
• Using your fingerprint to log in to TaxCaddy on iPhone and Android
• Logging in
• Updating your user info (profile picture, name, and email address)

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Account Security

• Updating your phone number
• Protecting your account
• Resetting a forgotten password
• Changing your password
• Migrating to text message two-factor authentication
• Updating security questions

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Announcements

• Release Notes 2019-11-07, iOS 3.10 (Previous Tax Year, Design Updates)
• Release Notes 2019-11-07, Android 3.10 (Previous Tax Year, Smart Links, Design Updates)
• Release Notes 2019-11-05, Web 3.10 (Previous Tax Year, Design Updates)
• Release Notes 2019-10-18, iOS 3.9 (Cancel Account Deletion, Smart Links, Spouse Notifications, Design Updates)
• Release Notes 2019-10-18, Android 3.9 (Cancel Account Deletion, Spouse Notifications, Design Updates)
• Release Notes 2019-10-17, Web 3.9 (Delete account, spouse notifications, previous tax year notification)

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Known Issues

• TaxCaddy Open Issues
• TaxCaddy Resolved Issues