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  • Product: TaxCaddy

Add and remove spouse or additional user accounts

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You have the option to invite your spouse or another person to be an additional user on your TaxCaddy account. Adding an additional (admin) user allows them to do everything you can on your account, except sign documents, mark documents as reviewed, and access your
Settings
 (that is, Changing your name, email address, profile picture, password, security questions, or push notification settings). Adding an additional user as a spouse allows them to sign spouse-related documents. You can revoke an additional user's access at any time if they are not connected as a spouse user. If necessary, a spouse user can delete their own account or you can delete your account then create a new TaxCaddy account.
important
To connect your spouse to your TaxCaddy account, your spouse must sign up with TaxCaddy using the invitation link sent to their email.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to add or remove an additional user account using TaxCaddy.com on your PC, Mac, or tablet.
  1. Log in to TaxCaddy.com.
  2. Select the
    User Menu
     and then select
    Settings
    .
    Select Settings
  3. Select
    Additional User Account
    .
    note
    Additional User Account
     link won’t appear if you are a spouse user.
    Select Additional User Account
  4. Under Add an Additional User, type the additional user's information in
    First Name
    ,
    Last Name
    ,
    User's Email Address
    , and
    Confirm Email
    .
    tip
    If you have already invited this person to be an additional user but they haven’t yet created their account, you have the option to update and resend the invitation.
    Enter the additional user's details
  5. Select the
    User's Relationship
    .
    • Spouse
      : Allows them to do everything you can on your account. However, a spouse user can only sign spouse-related documents. Spouse user can also mark documents as reviewed. Spouse user won’t be able to access your
      Settings
      .
    • Other
       (Admin user): Allows them to manage your account. Admin user can do everything you can on your account, except sign documents, mark documents as reviewed, and access your
      Settings
      .
    Select the User's Relationship
    note
    You can add 1 spouse and unlimited additional (admin) users.
  6. Select
    Send Invitation
    . You may need to scroll down to see the
    Send Invitation
     button.
    To connect successfully, your spouse must use their email invitation to sign up with TaxCaddy. If your spouse doesn’t see an email invitation, they can check their junk/spam folder.
    Select Send Invitation
  7. Select
    Additional Users
     to view all additional users.
    Select Additional Users
  8. You can see additional users you've added to your account. A spouse user will have
    Spouse
     added next to their name (that is, First name Last name -
    Spouse
    ). Adding a user as a spouse allows them to sign spouse-related documents.
    Additional Users will be displayed
  9. To revoke a user's access to your account, select
    Disconnect
    .
    note
    Disconnect is only for additional user accounts who are not connected as Spouse. Spouse user can disconnect by deleting their own TaxCaddy account.
    Select Disconnect
    The spouse user will have
    Spouse
     added next to their name (that is, T....
    - Spouse
    ). Adding a user as a spouse allows them to sign spouse-related documents.
  10. On the
    Revoke Account Access
     window, select
    Yes
     to remove the additional user.
    Select Yes to revoke account access
iOS mobile app
Follow these steps to add or remove an additional user account on your iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. Select
    More
     on the navigation tab bar, then select
    Settings
    .
    Select More then Settings
  3. Select
    Add Additional User
    .
    note
    Additional User Account
     link won’t appear if you are a spouse user.
    Select Add Additional User
  4. Under
    Add an Additional User
    , type the additional user's information in
    First Name
    ,
    Last Name
    ,
    User's Email Address
    , and
    Confirm Email
    .
    Enter the additional user's details
  5. Select the
    User's Relationship
    .
    • Spouse
      : Allows them to do everything you can on your account. However, a spouse user can only sign spouse-related documents. Spouse user can also mark documents as reviewed. Spouse user won’t be able to access your
      Settings
      .
    • Other
       (Admin user): Allows them to manage your account. Admin user can do everything you can on your account, except sign documents, mark documents as reviewed, and access your
      Settings
      .
    note
    You can add 1 spouse and unlimited additional (admin) users.
    Select the additional user's relationship
  6. Select
    SEND INVITATION
    .
    Select SEND INVITATION
  7. To remove an additional user, scroll down and Select the
    x
     next to the user.
    Spouse user will have the
    Spouse
     subheader added next to their name. Adding a user as a spouse allows them to sign spouse-related documents.
Android mobile app
Follow these steps to add an additional user account on your Android mobile phone app.
  1. Select the
    Menu
     icon.
    Select the Android Menu icon
  2. Select
    Settings
    .
    Select Settings
  3. Select
    Additional Users
    . You may need to scroll down to see this.
    note
    Additional User Account
     link won’t appear if you are a spouse user.
    Select Add Additional User
  4. Under
    Manage Users
    , type the additional user's information in
    First Name
    ,
    Last Name
    ,
    User's Email Address
    , and
    Confirm Email
    .
    Enter the additional user's records
  5. Select the
    User's Relationship
    .
    • Spouse
      : Allows them to do everything you can on your account. However, a spouse user can only sign spouse-related documents. Spouse user can also mark documents as reviewed. Spouse user won’t be able to access your
      Settings
      .
    • Other
       (Admin user): Allows them to manage your account. Admin user can do everything you can on your account, except sign documents, mark documents as reviewed, and access your
      Settings
      .
    note
    You can add 1 spouse and unlimited additional (admin) users.
    Select additional user's relationship
  6. Select
    SEND INVITATION
    .
    Select SEND INVITATION
  7. To remove an additional user, select the
    x
     next to the user on the Settings screen.
    Spouse user will have
    Spouse
     added next to their name. Adding a user as a spouse allows them to sign spouse-related documents.
    Relationship for each additional user
Additional Notes
  • Additional users connected to your account can do everything you can do, for example, answer questions on your behalf, upload a document, view tax returns, pay tax payments, and much more. However, additional users can’t do the following:
    • Sign documents (Spouse user can sign spouse-related documents)
    • Mark documents as reviewed
    • Access your
      Settings
  • If a former spouse must be temporarily added to complete the filing process, they can be added as an
    Other
     account. When this happens, their access to your TaxCaddy account can be revoked at your discretion without needing them to initiate the account deletion process.
    Select Other relationship
    note
    Spouses added as
    Other
     accounts won’t be able to complete spousal signature requests. Spouse-related signature requests must be printed, physically signed, then photo-scanned into TaxCaddy.

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