Generic questionnaire for use without a tax pro linked

Answered

Catherine Juon

January 21, 2021 21:17

Hi! I've used TaxCaddy before and LOVE the ease of use. I switched tax pros, and my current one does not use TaxCaddy (and can't because of their firm restrictions). I'd love to use the program independently to gather up all the info like I used to... But without the questionnaire, the app isn't nearly as helpful. Seems like there could be a way I could use the service as a consumer to prepare my packet--and I'd even pay for the service to avoid doing it on paper or in a klunky system. If not a generic questionnaire, allowing someone to put their own questions in would be another option... Or if there's a work around I haven't heard in contacting the support desk already, I'm open to suggestions!

0

• Official comment

  

  Anthony M.

  February 02, 2021 20:11

  Hi Catherine,

  Thanks for submitting your enhancement request. We’ve added it to our internal tracking system as SER-1262. We’ll keep an eye on the votes and comments to see if other customers have similar needs. In the coming months, we’ll use the Planned, Not Planned, and Completed labels to update this request.

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