Remove a spouse user from their TaxCaddy account

A client can revoke access from a connected account that is no longer necessary to their tax filing process. While accounts connected as additional (administrator) accounts can have their access revoked using the
Disconnect
feature in their
ADDITIONAL USER ACCOUNT
settings, this feature is not available for accounts added as spouses.

Disconnect from a spouse

In the case of removing a spouse's account, the client's spouse will need to delete their account in
SETTINGS
to no longer be connected. Alternatively, your client can delete the account linked to their spouse, remake a new TaxCaddy account, and re-upload the documents of their previous account.
If your client is deleting their account and re-uploading documents to a new one, they can choose to download all documents currently in their TaxCaddy account to shorten the re-upload process.
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