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Account settings

Add Smart Links (document retrieval accounts)

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Smart Links with document retrieval accounts create a link between TaxCaddy and your financial institution, letting TaxCaddy retrieve documents (for example, W-2, 1098, 1099) directly from your financial institution the moment they're added (and once every 24hrs after that) to save you from uploading your documents yourself.
note
Don’t worry, we will only use this information to transfer your tax documents from your institution to your TaxCaddy account. We use the highest industry-standard 256-bit SSL data encryption to ensure the safety of your personal information.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to add a Smart Link to a document retrieval account using TaxCaddy.com on your PC, Mac, or tablet.
  1. Log in to TaxCaddy.com.
  2. Select the
    User Menu
    , then select
    Smart Links
    .
    Select Smart Links from the user menu
  3. Select
    ADD SMART LINK
    .
    Select ADD SMART LINK
    If this is your first time adding a Smart Link, then the
    TRY SMART LINKS
     appear on the first panel under
    Quick access options
    Select TRY SMART LINKS
  4. Once the Smart Links dialog box appears, select one of the following institution types:
    • Payroll
      : W-2 form
    • Financial Institution
      : 1099-CONSOLIDATED, 1099-INT, 1099-DIV, 1099-B, 1099-OID, 1098
    Smart Links window
  5. Select your employer if you previously selected a
    Payroll
    account, or select your institution if you previously selected
    Financial Institution
    .
    If you do not see your institution listed, you can scroll to the bottom of the dialog box to find the
    Search all
     feature to find your specific institution.
    Select an employer
    Some employers/institutions may require additional searching to find your specific account.
    Specify further if necessary
  6. Provide your login credentials in the
    USER ID
     and
    PASSWORD
    fields.
    note
    You can click
    SHOW
    to make your password visible as you type.
    Provide the requested credentials
    Some employers/institutions may require additional searching (i.e.
    Location
     or
    Store Number
    ) to find your specific account.
    Enter further credentials if requested
  7. If you are experiencing trouble logging into your account, you can select
    Trouble Logging In?
     and choose from one of the following options:
    • I don't have credentials
    • I don't remember my credentials
    • I am not able to reset my credentials
    • My credentials are not working
    Trouble logging into your Smart Links institution
    If you've forgotten your password, click
    Forgot username/password
     to be redirected to your institution's login page.
    Select Trouble logging in?
  8. After you've provided your login credentials, select
    CONNECT
     to proceed.
    Select CONNECT
  9. Some institutions may require an additional multi-factor authentication code for further security. When prompted, provide the authentication code in the
    Passcode
     field, then click
    NEXT
    .
    Enter your passcode if requested
  10. Once the link has been established, the dialog box will update to notify you of the successful link.
    note
    Connecting Smart Links with your financial institution may take 24 hours to process.
    Connected Smart Link
    You will also see a toast notification appear on your screen notifying you of the successful link.
    Notification that a Smart Link was added
    If you weren't able to establish a link, you will be redirected back to the login screen and you will see an error message will appear stating:
    You provided invalid credentials. Please try again.
    Invalid Smart Link credentials
  11. The newly added Smart Link will be listed under the
    Your Smart Links
     section of the
    Smart Links
     tab.
    note
    Upon connection, newly established Smart Links may take up to two days to appear in the
    Your Smart Links
     panel and fetch your documents.
    Successfully added Smart Link appearing in Your Smart Links section
  12. You can click
    ADD SMART LINK
     to add another Smart Link for a new institution.
    Select ADD SMART LINK to add a new Smart Link
  13. The Smart Link will appear on the screen while the connection is in progress.
    Smart Link status and corresponding action
  14. You will see a toast notification appear on the bottom if a Smart Link is broken or needs additional information. Click
    FIX SMART LINK
    to fix your Smart Links connection.
    Notification of a failed Smart Link
  15. Select the Smart Link that requires your attention.
    Connected Smart Links
  16. Enter the required information in their respective fields and click
    CONNECT
    . If your financial institution requires two-factor authentication, you may be prompted to provide additional information in order to validate your identity.
    Update Smart Link credentials
  17. Once your account credentials and other required information have been validated, TaxCaddy will import any tax-related documents from the account.
    note
    Linked accounts will stay linked each year, unless removed manually or disconnected due to incorrect password.
    Edited Smart Link now connected
    note
    If your financial institution requires you to receive and verify a security code each time you log in, then the Smart Link will not be able to automatically check and retrieve documents.
If your Smart Link hasn't connected after 24 hours, then remove the Smart Link and try again. You may also log in to your financial institution's main site to check if your account is locked or if Third-Party Access is restricted.
iOS mobile app
Follow these steps to add a Smart Link on your iPhone mobile phone app.
  1. Log in to the TaxCaddy mobile app.
  2. On the
    Overview
     screen, select the
    Try Smart Links
     panel. You may need to swipe left or right to view different panels.
  3. Use the
    Search
     field to find your financial institution, or make a selection from the list.
  4. Enter the
    USERNAME
     and
    PASSWORD
     you use to log into the financial institution, then select
    SUBMIT
    .
  5. The Smart Links processing screen will appear. Establishing a connection may vary in duration. select
    I will check back later
     to continue using TaxCaddy while the Smart Link is being processed in the background.
    note
    Connecting Smart Links with your financial institution may take 24 hours to process.
    note
    You may receive an authentication code if your financial institution requires additional verification. The authentication code must be verified in 10 minutes before it expires.
  6. Once your account credentials and other required information have been validated, the Smart Links processing screen will update if the Smart Link connected successfully. Select
    DONE
     to close the Smart Links processing screen same financial institution can’t be simultaneously added twice. If you share a bank account or have different accounts with the same financial institution, then you will only be able to add one account at a time.
    For example: If your Charles Schwab bank account is connected with Smart Link, then your spouse's Charles Schwab account can’t be connected with Smart Links unless you remove your Smart Links connection with Charles Schwab.
  7. A
    Broken Link
     appears on the Smart Link panel to indicate that it needs your attention. Select the
    Smart Link
    .
  8. The status of the account updates to
    Action Required
     if additional information is needed. Select the
    Smart Link
     to address the issue
  9. You may be prompted to correct the information you provided or to provide additional information. Enter the required information, then select
    SUBMIT
    .
  10. Once your account credentials and other required information have been validated, the status of the connected account updates to
    Account Linked
    . TaxCaddy will import any tax-related documents from the account once per day.
    note
    Linked accounts will stay linked each year, unless removed manually or disconnected due to an incorrect password.
    note
    If your financial institution requires you to receive and verify a security code each time you log in, then the Smart Link won’t be able to automatically check and retrieve documents every day.
Android mobile app
Follow these steps to add a Smart Link on your Android mobile phone app.
  1. Log in to the TaxCaddy mobile app.
  2. On the
    Overview
     screen, select the
    Try Smart Links
     panel. You may need to swipe left or right to view different panels.
  3. Use the search field to find your financial institution, or make a selection from the list.
  4. Enter the username and password you use to log into the financial institution, then select
    Submit
    . To confirm if you selected the correct financial institution, select
    Confirm this is the correct Smart Link institution
    . If you are able to view the correct website for your financial institution and able to log in, then you have selected the correct financial institution.
  5. Smart Links processing screen will appear. Establishing a connection may vary in duration. Select
    I will check back later
     to continue using TaxCaddy while Smart Link is being processed in the background.
    note
    Connecting Smart Links with your financial institution may take 24 hours to process.
    note
    You may receive an authentication code if your financial institution requires additional verification. The authentication code must be verified in 10 minutes before it expires.
  6. Once your account credentials and other required information have been validated, the Smart Links processing screen will update if the Smart Link connected successfully.
    1. Select
      DONE
       to close Smart Links processing screen.
    2. The same financial institution can't be simultaneously added twice. If you share a bank account or have different accounts with the same financial institution, then you will only be able to add one account at a time.
    3. For example: If your Charles Schwab bank account is connected with Smart Link, then your spouse's Charles Schwab account can't be connected with Smart Links unless you remove your Smart Links connection with Charles Schwab.
  7. A
    Broken Link
     appears on the Smart Link panel to indicate that it needs your attention. Select the
    Smart Link
    .
  8. Select the
    Smart Link
     to address the issue. You can also swipe right to edit the Smart Link.
  9. You may be prompted to correct the information you provided or to provide additional information. Enter the required information, then select
    OK
    .
  10. Once your account credentials and other required information have been validated, the status of the connected account updates to
    Account Linked
    . TaxCaddy will import any tax-related documents from the account once per day.
    note
    Linked accounts will stay linked each year, unless removed manually or disconnected due to an incorrect password.
    note
    If your financial institution requires you to receive and verify a security code each time you log in, then the Smart Link won’t be able to automatically check and retrieve documents every day.

This article applies to:

  • PRODUCT: TaxCaddy

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