Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Account security

I can't sign in to TaxCaddy

Show all hidden content
Follow these steps to reset your password if you're having trouble signing in to your TaxCaddy account.
note
After following these instructions, if you're still having difficulty signing in or resetting your password, contact the TaxCaddy Support team for further assistance.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to reset your password using TaxCaddy.com on your PC, Mac, or tablet.
  1. Go to taxcaddy.com and select
    LOG IN
    .
    Select LOG IN
  2. Select
    Having trouble logging in?
    .
    Select Having trouble logging in
    If you access TaxCaddy through an email from your tax professional that has now expired, or you can no longer find this invitation link, select
    Send me a New Login Link
    .
    Select Send me a New Login Link
  3. Enter your email address in the input field, then select
    Send
    .
    note
    The email address must be associated with your TaxCaddy account.
    Enter your account's email address
  4. TaxCaddy confirms if an account exists for that email.
    Login email confirmation
  5. If you set up a password for your account, TaxCaddy will send you an email to reset your password. Select the link in the email to reset your password before it expires in 30 days. Open your email with the subject line "Reset your TaxCaddy" then select
    Reset Password
    .
    Skip to the next step if you signed in to TaxCaddy without a password using the link sent to your email address.
    Select Reset Password
    note
    Resetting a password successfully unlocks an account that has been temporarily locked out due to failed sign in attempts.
  6. If you have not set up a password for your TaxCaddy account and signed in to TaxCaddy using the link sent to your email with a temporary SMS verification code sent to your phone, then you will be sent a new email that will let you sign in again for the next 2 weeks.
  7. Skip to the next step if you don't see the following options. You may get an option to select either security questions or a mobile phone (recommended) to reset your password. Select an option, then
    CONTINUE
    .
    note
    You have a maximum of 3 attempts to reset your password. If you exceed 3 attempts, you won’t be able to reset your password. You'll have to request TaxCaddy Support to reset your password manually.
    Options to reset your password
  8. If you see the
    Enter Verification Code
     option, provide the verification code texted to your phone number, enter a new password in the
    New Password
     field, then enter the password again in
    Confirm Password
    . Select
    RESET PASSWORD
     to reset your password.
    Enter your verification code
    If you choose to use your security question, enter the answer to the security question in
    Answer
    , enter a new password in
    New Password
    , then enter the password again in
    Confirm Password
    . Select
    RESET PASSWORD
     to reset your password.
    Answer your security question
  9. Sign in to TaxCaddy using the new password.
    TaxCaddy sign in screen
iOS mobile app
Follow these steps to reset your password using the iPhone mobile phone app.
  1. Open the TaxCaddy mobile app and select
    Having trouble logging in?
    Select Having trouble logging in?
  2. Enter the email you use with your account and select
    SEND
    .
    Enter your email address then select SEND
  3. Select
    OK
    .
    Select OK
  4. Follow the link in the email sent to you to reset your password before it expires in 30 days. Select
    Reset Password
    .
    note
    Resetting a password unlocks an account that has been temporarily locked out due to failed sign in attempts.
    Select Reset Password
  5. Skip to the next step if you don't see the following options. You may get an option to select either security questions or a mobile phone (recommended) to reset your password. Select your option, then
    CONTINUE
    .
    note
    You have a maximum of 3 attempts to reset your password. If you exceed 3 attempts, you won’t be able to reset your password. You have to request TaxCaddy Support to reset your password manually.
    Password reset options
  6. If you selected
    Security Question
    , answer your security question, enter a new password, then select
    RESET PASSWORD
    .
    note
    If you can't answer your security questions, contact Support or email taxcaddy.support@thomsonreuters.com.
    Enter the security question answer
    If you selected to verify your account through phone number, enter the verification code sent to your mobile phone, enter a new password, then select
    RESET PASSWORD
    .
    Enter the verification code
Android mobile app
Follow these steps to reset your password using the Android mobile phone app.
  1. Open the TaxCaddy mobile app and select
    Having trouble logging in?
    Having trouble logging in
  2. Enter the email you use with your account and select
    SUBMIT
    .
    Enter your TaxCaddy account email
  3. Follow the link in the email sent to you to reset your password before it expires in 30 days. Select
    Reset Password
    .
    note
    Resetting a password unlocks an account that has been temporarily locked out due to failed sign in attempts.
    Select Reset Password
  4. Skip to the next step if you don't see the following options. You may get an option to select either security questions or a mobile phone (recommended) to reset your password. Select an option, then
    CONTINUE
    .
    Select your password reset method
    note
    You have a maximum of 3 attempts to reset your password. If you exceed 3 attempts, you won’t be able to reset your password. You'll need to ask TaxCaddy Support to reset your password manually.
  5. If you selected
    Security Question
    , answer your security question, enter a new password, then select
    RESET PASSWORD
    .
    Enter your security question answer
    If you selected to verify your account through
    Phone Number
    , enter the verification code sent to your mobile phone, enter a new password, then select
    RESET PASSWORD
    .
    note
    If you can't answer your security questions, contact Support or email taxcaddy.support@thomsonreuters.com.
    Enter the verification code

This article applies to:

  • PRODUCT: TaxCaddy

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close