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  • Product: TaxCaddy

Read and reply to messages

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Your correspondence with your tax professional is available in the
Task List
 and on the
Messages
 screen.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to read and reply to messages using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com.
  2. If you have any unread messages from your tax professional, you'll see an alert for unread messages above your
    Task List
    . Select the notification to open your unread messages in TaxCaddy.
    Select the Unread Message banner
  3. Your unread message threads will be listed in the
    Overview
     screen. Select one of the listed message threads to view the conversation in its entirety.
    The thread containing the unread message will appear
  4. You will see a subject line and
    TAX YEAR
     appear at the top of the message thread.
    Opened message thread with the title and tax year
    When applicable, documents to which the selected message thread pertains to will appear as well.
    Document that the document pertains to
  5. While the message thread is open, you can enter your response in the space provided. Once you've entered your response, select
    SEND
     to send it within the thread.
    note
    The number next to send denotes the number of remaining characters available in this message.
    Character counter when drafting a message
    Enter your message in the available field, then select SEND
  6. The new message appears following the other messages in the same thread.
    Sent message appears in the message thread
  7. Select
    BACK
     to return to your unread messages once you're done in your current thread. If you don't see any other threads, this means there are no unread messages in your TaxCaddy account.
    Select BACK to return to other message threads
  8. You can select
    VIEW ALL MESSAGES
     to view all of your TaxCaddy messages, read or unread.
    Select VIEW ALL MESSAGES
  9. Alternatively, you can select the
    Messages
     tab to be directed to your TaxCaddy messages as well.
    Select Messages from the navigation bar
    You may see a notification indicating that you have any unread messages in another tax year. Select
    VIEW TAX YEAR (X)
     to review any unread messages in that tax year.
    Select VIEW TAX YEAR message
iOS mobile app
Follow these steps to read and reply to messages using the iPhone mobile phone app.
  1. If you have any unread messages from your tax professional, you will see an alert for unread messages appear on top of your
    Task List
    . Select this notification to go directly to your unread messages.
    Unread message banner on the Overview screen
    If you don’t see this alert, you can select
    Messages
    from the navigation bar.
    Select Messages from the navigation bar
  2. Your unread message threads will be listed on the
    Unread Messages
     screen. You can select one of the listed message threads to view the conversation in its entirety.
    Message threads containing unread messages
    note
    Each message will have a corresponding
    TAX YEAR
     badge to indicate which year the message is regarding.
    TAX YEAR badge indicating which tax year this message thread belongs in
  3. You will see the subject line for the conversation appear at the top of the thread. When applicable, threads pertaining to a specific document will display
    PDF
    .
    Message thread title
  4. Select in
    Reply to message...
     to enter your reply.
    Message PDF badge
  5. Enter your message, then select
    Send
     to send your reply.
    Enter your message then select Send
    Once sent, the new message appears following the other messages in the same thread.
    Sent message appearing in the message thread
  6. Select
    Back
     to return to your unread messages. If no message threads are displayed, this means there are no unread messages in your TaxCaddy account
    Select Back to return to other message threads
  7. After returning to the
    Unread Messages
     screen, you can open another message thread, or select
    VIEW ALL MESSAGES
     to view all of your TaxCaddy messages, read or unread.
    Select VIEW ALL MESSAGES
Android mobile app
Follow these steps to read and reply to messages using the Android mobile phone app.
  1. If you have any unread messages from your tax professional, you will see an alert for unread messages appear on top of your
    Task List
    . Select this notification to be taken directly to your unread messages.
    Unread message badge on the Overview screen
    If you don't have any unread messages in your account, you can open the
    Menu
     on the left, then select
    Messages
    .
    Select the menu, then select Messages
  2. Your unread message threads will be listed on the
    Unread Messages
     screen. You can select one of the listed message threads to view the conversation in its entirety.
    All message thread containing an unread message
    note
    Each message will have a corresponding
    TAX YEAR
     badge to indicate which year the message is regarding.
    TAX YEAR badge indicating which tax year this message thread belongs in
  3. You will see the subject line for the conversation appear at the top of the thread. When applicable, threads pertaining to a specific document will display
    PDF
    .
    Message thread title
  4. Select in
    Reply to this message...
     and enter your message, then select
    Send
     to send your reply.
    Enter your message then select Send
    Once sent, the new message appears following the other messages in the same thread.
    Sent message appearing in the message thread
  5. Select
    Back
     to return to your unread messages. If no message threads are displayed, this means there are no unread messages in your TaxCaddy account.
    Select Back to return to other message threads
  6. After returning to the
    Unread Messages
     screen, you can open another message thread, or select
    VIEW ALL MESSAGES
     to view all of your TaxCaddy messages, read or unread.
    Select VIEW ALL MESSAGES

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