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
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
- 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
- Accessibility with Colorblind Mode
Account Security
Announcements
- Release Notes 2021-11-03, iOS (Log in with QR Code)
- Release Notes 2021-11-03, Web (Personal Information, Access from Firm Portal)
- Release Notes 2021-09-08, Web (Follow-up questions)
- Release Notes 2021-08-11, Web (1041 Tax Return Profile)
- Release Notes 2021-07-19, Android (1041 Tax Return Profile)
- Release Notes 2021-07-19, iOS (1041 Tax Return Profile)