Send TaxCaddy Invitation to Spouse vs to Primary Taxpayer
Many times the primary taxpayer listed in the return is not the spouse that handles the communication, document uploads, or anything in regards to the taxes. For some couples, we can't even get a hold of the primary taxpayer for the entire year and can only reach them through the spouse.
There should be an option to send the TaxCaddy invitation to the spouse versus to the primary taxpayer. Since we use TaxCaddy with CCH Axcess, we cannot switch who the primary taxpayer is. We are having to contact and work with each individual client (over 20 clients) to get the primary taxpayer to accept the TaxCaddy invitation and add their spouse. It has been a month of this back and forth and with many still not respoding.
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