for Individual 1040 filers
Please follow these steps to ensure your TaxCaddy account is properly set up. For technical support and troubleshooting assistance, click on Help Center at the top of taxcaddy.com, or email email@example.com.
CONNECT – Log in to your TaxCaddy account, navigate to the Overview screen, and click the Accept Connection button to establish a connection with our firm. Learn more about connecting.
ADD AUTHORIZED USERS – To provide access to your spouse or others, click your name in the top right corner and then Settings. Click Additional User Account and enter their information. They will receive an invitation email to create a linked account with the same steps you have already completed. Learn more about adding users.
Please note that when it comes time to electronically sign your e-file authorization, if you are “married filing jointly,” then your spouse can sign documents using your TaxCaddy account or they can create their own. If your spouse opted to create their own account, then you must link their TaxCaddy account to yours in order for them to apply their electronic signature. Learn more about e-signatures
DOWNLOAD & USE THE TAXCADDY MOBILE APP – The TaxCaddy mobile app can be downloaded from the iTunes App Store or Google Play. It provides a convenient way to access your information and communicate with us directly from your mobile phone. Learn more about the TaxCaddy mobile app.
PROVIDE YOUR TAX INFORMATION – In your TaxCaddy account you’ll find a Tax Questionnaire and a Document Request List.
Provide documents by:
- Setting up “Smart Links” with your financial institutions to automatically retrieve tax documents. As documents become available, they will be automatically retrieved and placed in your TaxCaddy account. Learn more about Smart Links
- Photoscanning the document with the TaxCaddy mobile app.
- Uploading files.
- Manually entering form information. Learn more about documents
Complete the Questionnaire
Provide answers to the Questionnaire by navigating to the TaxCaddy Questionnaire.
Send & Receive Messages
Ask questions and provide answers in TaxCaddy’s Messages tab, found on the navigation bar, to ensure we have the information we need to prepare your return. Learn more about messages.
REQUEST SUPPORT – If you have technical questions about your TaxCaddy account or you’re experiencing trouble accessing your account (e.g., if you forgot your password), the TaxCaddy support team is just an email away. Learn more about getting help.
Security of your data is our highest priority. As a TaxCaddy user, you will benefit from best-in-class technology, data centers, and infrastructure to meet the strict requirements of the most security-sensitive CPA firms in the world.