TaxCaddy Knowledge Center

Click any link below to go to the official TaxCaddy Knowledge Center article on that topic.

Overview

Confirming personal information

Multi-Account Management

Connecting with your tax professional

Tax Pro Requests

Recent uploads (Legacy View Only)

Unread messages

Filling out the questionnaire

Messaging about the questionnaire

Viewing different tax years

TaxCaddy App Shortcuts

Trouble Logging In?

Troubleshooting: Data not loading

Set Up Your Account

Creating your account and logging in for the first time

Connecting with your tax professional

Protecting your account

Sharing your account access with others

Supported Devices and Web browsers

TaxCaddy Support Holidays

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 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

Messaging your tax professional about your tax payment voucher

Document Viewer

Document Viewer Overview (PDF Viewer)

Viewing documents in Fullscreen

Select and Zoom

Searching for text in a document

Viewing bookmarks and thumbnails

Toggle between tax documents

Messages

Reading and replying to messages

Creating new message threads

Messaging from panels in document view, questionnaire, tax return, tax payments, and invoices

Account Security

Updating your phone number

Protecting your account

Resetting a forgotten password

Changing your password

Updating security questions

Smart Links Security

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

Replying with amount

Automatically retrieving documents from financial institutions (add Smart Links)

Viewing uploaded documents

Viewing and downloading documents

Viewing requested items

Signing documents as a taxpayer user

Signing documents as a spouse user

Reviewing documents (mark reviewed)

Indicating a requested item doesn’t apply or was already provided

Messaging your tax professional about documents

Moving documents to other categories, tax years, or tax return types

Deleting documents

Adding Charitable Contributions