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Sharing your account access with others
Here are answers to some common questions about sharing your account access (for example, with your spouse) and letting someone else manage your account.
- How do I let my spouse join my account?If you haven't registered yet, then you'll be able to provide your spouse's information during registration. They'll get an email to join as your spouse. If you've already registered, you can add them from Settings.
- What if I want my spouse to oversee TaxCaddy?If you want your spouse to be in charge of TaxCaddy, then they should sign up first and then add you as a spouse. If you've already created your TaxCaddy account, your spouse can still take the lead, but the primary account will receive all notification emails.
- Can my spouse and I switch roles? How does a spouse differ from a primary account?Once the accounts are created, you can't switch roles. The only difference is that the primary account receives the notification emails. This has no effect on your 1040.
- Can my spouse join my account if they have their own account?If your spouse has signed up independently, that account can't be added as a spouse. To join as a spouse, they will need to join through your request.
- Can I let a 3rd party manage my account?Yes, you can use Multi Account Management.
- Can my spouse and I swap email addresses?If you need to swap email addresses with your spouse, contact support.
- Does the "taxpayer" and "spouse" designation in TaxCaddy have any impact on my tax return?No, the "taxpayer" and "spouse" role designations in TaxCaddy are independent of your tax return.
This article applies to:
- Product: TaxCaddy
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