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  • Product: TaxCaddy

Update notification preferences

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TaxCaddy notifies you by email or push notifications when there is an activity in your account. You can customize these features to receive notifications that are pertinent to you. Additionally, your spouse can also set their own email or push notifications.
With push notifications, you can receive notifications in your browser or on your phone when there's a new activity. When you select or select on a notification, you'll be taken to the related activity in your account.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to update your notification preferences using TaxCaddy.com on your PC, Mac, or tablet:
  1. Sign in to TaxCaddy.com.
  2. Select the
    User Menu
    , then select
    Settings
    .
    Select Settings
  3. Select
    Notifications
    .
    Select Notifications
  4. Under
    Email Notifications
    , select
    Yes
     or
    No
     for the notification options.
    • All Notifications
       - turn on to use the specific email notification settings. Turn off this to turn off all notifications.
    • Questionnaire
       - turn on this to receive notifications when you receive a new questionnaire, when questions are added to the questionnaire, or when you complete your questionnaire.
    • Message
       - turn on this to receive notifications when your tax professional sends you messages.
    • Tax Return
       - turn on this to receive notifications when tax returns are uploaded to your account.
    • Tax Documents
       - turn on this to receive notifications when tax documents are uploaded to your account.
    • Requested Item
       - turn on this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
    • Tax Payments
       - turn on this to receive notifications when tax payments are uploaded to your account.
    • Invoices
       - turn on this to receive notifications when invoices are uploaded to your account.
    Email Notification categories
    If you enabled notifications for
    Tax Payments
    , you may also receive reminder notifications (via email, SMS messaging, and push notifications) when a pending tax payment is approaching its due date.
  5. To turn on push notifications, select
    Push Notifications
     on the left panel, then select
    Yes
     to subscribe to push notifications or
    No
     to unsubscribe from push notifications.
    Activate push notifications
    If you see a confirmation window, select
    Allow
    .
    Select ALLOW
    TaxCaddy push notification
iOS mobile app
Follow these steps to update your notification settings.
  1. Select
    More
     on the navigation tab bar, then select
    Settings
    .
    Select More then Settings
  2. Under
    User
    , select
    Update Notification Preferences
    .
    Select Update Notification Preferences
  3. Under
    Email Notifications
    , select an option to switch it on or off.
    • All Notifications
       - turn on this to use the specific email notification settings. Turn off this to turn off all notifications.
    • Questionnaire
       - turn on this to receive notifications when you receive a new questionnaire or when questions are added to the questionnaire.
    • Message
       - turn on this to receive notifications when your tax professional sends you messages.
    • Tax Return
       - turn on this to receive notifications when tax returns are uploaded to your account.
    • Tax Documents
       - turn on this to receive notifications when tax documents are uploaded to your account.
    • Requested Item
       - turn on this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
    • Tax Payments
       - turn on this to receive notifications when tax payments are uploaded to your account.
    • Invoices
       - turn on this to receive notifications when invoices are uploaded to your account.
    Scroll through the Notification categories
    If you enabled notifications for
    Tax Payments
    , you may also receive reminder notifications (via email, SMS messaging, and push notifications) when a pending tax payment is approaching its due date.
  4. If you want to change your push notification settings, select the selection under
    Push Notifications
    .
    Select Allow Notifications
    iOS push notification
Android mobile app
Follow these steps to update your notification settings:
  1. Sign in to the TaxCaddy mobile app then select the
    Menu
     icon.
    Select the Android Menu icon
  2. Select
    Settings
    .
    Select Settings
  3. Under
    User
    , select
    Update Notification Preferences
    .
    Select Update Notification Preferences
  4. Under
    Email Notifications
    , select an option to switch it on or off.
    • All Notifications
       - turn on this to use the specific email notification settings. Turn off this to turn off all notifications.
    • Questionnaire
       - turn on this to receive notifications when you receive a new questionnaire or when questions are added to the questionnaire.
    • Messages
       - turn on this to receive notifications when your tax professional sends you messages.
    • Tax Documents
       - turn on this to receive notifications when tax documents are uploaded to your account.
    • Requested Item
       - turn on this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
    • Tax Returns
       - turn on this to receive notifications when tax returns are uploaded to your account.
    • Tax Payments
       - turn on this to receive notifications when tax payments are uploaded to your account.
    • Invoices
       - turn on this to receive notifications when invoices are uploaded to your account.
    Scroll through the notification categories
    If you enabled notifications for
    Tax Payments
    , you may also receive reminder notifications (via email, SMS messaging, and push notifications) when a pending tax payment is approaching its due date.
  5. If you want to change your push notification settings, select the selection under
    Push Notifications
    .
    Activate push notifications
Email notifications
Summary email
The following activities will be combined in a summary email every 24 hours.
  • The questionnaire is added or updated
  • Documents uploaded (including Reply with Amount and Complete Form)
  • New document review request
  • New document upload request
  • Tax Returns uploaded
  • Invoices updated, deleted, marked as paid, or refunded.
  • Tax Summary updates
  • Updates to your Done Uploading status
Certain notifications won’t appear in a summary email if you turned off the notifications for those events.
New activity in your TaxCaddy account email
All Notifications
 emails
Some emails from TaxCaddy contain important or time-sensitive information that demands your attention. When this information must be relayed, TaxCaddy will send you an email to keep you informed, regardless of your email settings. These emails include the following:
Email Title
Description
Received when All Notifications are turned off
Received when All Notifications are enabled
Disconnection Notice
You have disconnected from your tax firm.
Yes
Yes
Your name has been updated
You have updated your first or last name in TaxCaddy.
Yes
Yes
Email Address Update Requested
You have updated your email address in TaxCaddy. Select the link within the email to verify the new email address.
Yes
Yes
[Tax Firm]
invited you to create a TaxCaddy account
A tax firm has invited you to connect on TaxCaddy.
Yes
Yes
Your account is now connected
You've accepted a tax firm's request to connect on TaxCaddy.
Yes
Yes
TaxCaddy Account Deletion After 72 Hours
You have initiated the account deletion process and your account will be officially deleted after a 72-hour window.
Yes
Yes
TaxCaddy Account Deletion Canceled
You have canceled your account deletion by signing into your TaxCaddy account within the 72-hour period.
Yes
Yes
Tax Payment Confirmation
You have fulfilled a tax payment using the Pay By Check feature.
Yes
Yes
Changes to your TaxCaddy security settings
You have made updates to your account's security questions.
Yes
Yes
Payment Voucher added, deleted, or changed
Your tax professional has added a new tax payment voucher or updated/deleted an existing one.
No
Yes
New requested items in TaxCaddy
Your tax professional has uploaded a new Requested Item.
No
Yes
You have a new message
Your tax professional has sent you a message.
No
Yes
Uploads Completed
You've indicated that you're done uploading your tax documents for the selected tax year.
No
Yes

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