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  • Product: TaxCaddy

Create new message threads

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TaxCaddy lets you message your tax professional to address any tax-related concerns you may have during your filing process. When starting a conversation with your tax professional, you can create a new message thread in
Messages
.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to create a new message thread using TaxCaddy.com on your PC, Mac, or tablet.
note
You can also send messages from document view, the questionnaire, or your return.
  1. Sign in to TaxCaddy.com then select
    Messages
     to view messages of your default tax year.
    Select Messages from the navigation bar
  2. If you have unread messages in other tax years, you will see an alert that lists these tax years. Select
    VIEW TAX YEAR
     to view any unread messages for the year listed.
    Select VIEW TAX YEAR message
  3. On the
    Message Thread
     panel, select
    Add
    .
    Select the Add new message thread option
  4. Under
    New Message Thread
    , enter a subject and your message, then select
    Send
    . The number at the bottom indicates the number of remaining characters.
    note
    All messages are between you, your tax professional, and any other members of their firm that follow your account. There is no need to specify a recipient.
    Enter your message and select SEND
  5. Your message will appear at the top of the thread, and can be accessed from the
    Message Threads
     screen. When your tax professional replies, their response will appear following your message in the same thread.
iOS mobile app
Follow these steps to create a new message thread using the iPhone mobile phone app.
note
You can also send messages from document viewer, the questionnaire, or your return.
  1. Sign in to the TaxCaddy mobile app, then select
    Messages
     on the navigation tab bar.
    Select Messages from the navigation bar
  2. Select
    New
     within the
    Messages
     screen to create a message thread.
    Select the Add New message option
  3. Under
    New Message Thread
    , enter a subject and your message and then select
    Send
    .
    note
    All messages are between you, your tax professional, and any other members of their firm that follow your account. There is no need to specify a recipient.
    Enter your message and select Send
  4. Your message appears in the thread and the new thread is added to
    Message Threads
    . When your tax professional replies, their response will appear following your message in the same thread.
Android mobile app
Follow these steps to create a new message thread using the Android mobile phone app.
note
You can also send messages from document view, the questionnaire, or your return.
  1. Sign in to the TaxCaddy mobile app, then select
    Menu
     and select
    Messages
    .
    Select the menu, then select Messages
  2. Select
    New
     within the
    Messages
     screen to create a message thread.
    Select the Add new message option
  3. Under
    New Message Thread
    , enter a subject and your message, and then select
    Send
    .
    note
    All messages are between you, your tax professional, and any other members of their firm that follow your account. There is no need to specify a recipient.
    Enter your message and select the Send icon
  4. Your message appears in the thread, and the new thread is added to
    Message Threads
    . When your tax professional replies, their response will appear following your message in the same thread.

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