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Confirm personal information

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Gathering personal information helps your tax professional prepare your tax returns. The
Personal Information
 screen in TaxCaddy lets you conveniently share your personal information without filling out paperwork and then sending it back to your tax professional. Filling out personal information in TaxCaddy can be especially useful if this is your first year with your tax professional.
note
At any point in this task, the
SKIP THIS STEP
 feature will give you the ability to proceed to the next screen if you choose to opt out of providing any information requested.
TaxCaddy.com on PC, Mac, or tablet
  1. Open the Personal Information screen
    :
    Follow these steps to confirm your personal information when using TaxCaddy.com on your PC, Mac, or tablet.
    1. Sign in to TaxCaddy.com.
    2. In the
      Task List
      , select
      Confirm - Personal Information
      .
      note
      Your progress in completing your
      Personal Information
       tasks will be denoted with the
      Progress
       icon. Once you've completed this task, you will see the
      Completed
       icon.
      Select Confirm - Personal Information
    3. Your
      Personal Information
       task will open next to your
      Task List
       in the
      Overview
       screen.
      Overview of the beginning of the Personal Information task
  2. Enter Social Security Number
    :
    Enter your Social Security number, then select
    NEXT
     to proceed to the next step.
    To skip this step, select
    SKIP THIS STEP
     without entering any information.
    Enter your Social Security Number
    note
    The characters you provide will be hidden (masked) by default, you can select the
    Show/Hide
     icon to show or hide the social security number.
  3. Enter state ID
    :
    Enter the personal information of the main taxpayer user.
    Select one of the following options:
    Description of each upload option
    Identification method
    Brief description
    Add ID manually
    Select this to enter the information from your Driver's License or State ID.
    Upload a picture
    Select this to add a photo of your driver's license or state ID.
    I DON'T HAVE AN ID
    Select this if you don’t have an identification card, then select
    NEXT
    .
    Select your ID method type
    • Add ID manually
      :
      To identify your ID type, select
      Driver's License
      ,
      State ID
      , or
      Non-US ID
      .
      note
      If you select
      Non-US ID
      , you'll need to provide the country from which this ID was issued.
      Select the COUNTRY ISSUED
      Select ID type
      1. Use the
        Date Picker
         to select the date. You can also select the calendar title to switch quickly between months and tax years.
        Select a date using the date picker tool
      2. Once you've entered the necessary information, select
        NEXT
         to proceed.
        Select NEXT after you've entered your information
    • Upload a picture
      :
      1. If you prefer to upload a photo, select
        Upload a picture
        .
        Upload a picture of your ID
      2. Select a photo of your diver's license, then
        Open
        .
      3. Select
        Add Photo
         to submit your ID. You can also adjust the uploaded photo by using the zoom and rotate feature.
        Zoom and rotate your photo as necessary
      4. The uploaded ID will appear at the bottom. Select the
        Delete
         icon to remove the uploaded photo and try again.
        Select the Delete icon
  4. Enter spouse social security number
    :
    Enter your spouse's Social Security number and select
    NEXT
    .
    Enter your spouse' Social Security number then select NEXT
    If you don’t have a spouse, mark the
    I do not have a spouse
     checkbox and continue.
    Select the "I do not have a spouse" checkbox
    .
  5. Enter spouse state ID
    :
    Provide your spouse's ID. Choose from the following options:
    Description of each upload option
    Identification method
    Brief description
    Add ID manually
    Select this to enter the information from your spouse's Driver's License or State ID.
    Upload a picture
    Select this to add a photo of your spouse's driver's license or state ID.
    I DON'T HAVE AN ID
    Select this if your spouse does not have an identification card, then select
    NEXT
    .
    Select your ID upload method
    • Add ID manually
      : Select this to enter the information from your spouse's Driver's License or a State ID.
    • Upload a picture
      : Select this to add a photo of your spouse's Driver's License or State ID.
    Select your spouse ID upload options
    Select
    My Spouse doesn't have an ID
     if your spouse doesn’t have a Driver's License or a State ID. Once selected, select
    NEXT
    .
  6. Enter Mailing Address
    :
    Provide the address information requested, then select
    NEXT
     to proceed to the next step.
    Enter your mailing address
  7. Dependent Information
    :
    Enter dependent information and select
    NEXT
     to continue.
    Enter your dependent information then select NEXT
    If you have more than 1 dependent, select
    ADD ANOTHER DEPENDENT
     and enter the information for another dependent.
    Select ADD ANOTHER DEPENDENT for as many dependents as necessary
    If you don’t have any dependents, mark the
    I DON'T HAVE ANY DEPENDENTS
     checkbox, then select
    NEXT
     to proceed.
  8. Banking Information
    :
    You have the option to provide your banking information. Providing this information speeds up processes like paying for tax payments and invoices that require payment information.
    If you don’t want to provide your banking information, select
    SKIP THIS STEP
     to proceed to the summary screen.
    Select SKIP THIS STEP
    To provide your banking information, select whether the banking information is your
    Individual
     information or if this is a
    Business
     account.
    Select Individual or Business bank account
    FINISH
    Enter your banking information then select FINISH
  9. Summary
    :
    Before you submit your personal information, review all your records. If you need to update any information, select
    EDIT
    .
    Select EDIT
    Once you're sure that all information displayed is correct, select
    CONFIRM
    . You'll receive a notification on your screen that you've confirmed your personal information.
    Select CONFIRM
    Once submitted, your
    Confirm - Personal Information
     task will be updated with a checkmark in your
    Task List
     to indicate that it's been completed. If you want to reopen this task to update your information, select the listed task to be directed to the summary screen.
    Completed Confirm - Personal Information on the task list
    You and your tax professional will be able to view a copy of your personal information in the
    section of your
    .
    Printed personal information document
    Edit Data
    :
    After submitting your personal information, you can go back and edit or remove data entered in each step. Select
    EDIT
     to edit the information on the selected panel.
    Select EDIT
iOS mobile app
Follow these steps on your iOS mobile phone app:
Sign in to the TaxCaddy mobile app, then select
Confirm Personal Information
 under
Tax Pro Request
.
Select Confirm - Personal Information
Enter Social Security Number
:
Enter your Social Security number, then select
NEXT
 to proceed to the next step.
Enter your SSN then select NEXT
tip
The characters you provide will be hidden (masked) by default. Select the
Show/Hide
 icon to show or hide the Social Security number.
State ID
:
On the
State ID
 panel, you have the option to enter information manually, upload a photo of your ID, or indicate that you do not have an ID.
If you choose to add a State ID then you can:
  • Add manually
    : to manually enter information from your Driver's License or State ID.
  • Take a Photo
    : to take a photo of your Driver's License or State ID.
  • Upload a Photo
    : to upload a picture of your Driver's License or State ID from your device.
(iOS) Add Manually
To enter your information manually, select
Driver's License
 or
State ID
 to indicate your type of ID, then enter all the details from your ID. You may need to swipe up to see all the fields, once you're done, select
NEXT
.
Manually enter your identification information
You will see an error message(s) if a required field is missing information. You can enter the missing information then select
NEXT
 again.
Error screen if a required field is missing
(iOS) Take a Photo
To upload a picture of your ID, swipe up to see the bottom of the screen, then select
UPLOAD PICTURE
.
Select UPLOAD PICTURE
Indicate whether you want to take a new photo of your ID or upload 1 already saved to your device.
Select whether you will Take a Photo or Upload a Photo
If you selected
Take a Photo
, then TaxCaddy may ask permission to access your camera. Select
SET PERMISSION
.
Select SET PERMISSION
Select
OK
 to continue.
Take a photo of your ID.
Select
Use Photo
 to use the photo. Select
Retake
 to take a picture again.
Select Use Photo or Retake
If necessary, you can adjust the uploaded photo by using the zoom and rotate feature.
Crop or rotate your photo as necessary
Select
Save
 to upload the photo.
Select Save
Select
NEXT
 to continue to the next panel.
Select the
X
 icon to remove the newly provided ID.
Select
ADD NEW ID
 to replace the currently provided information for this panel.
Option to add a new ID or continue
Enter spouse social security number
Enter your spouse's social security number, or select
I DON'T HAVE A SPOUSE
 if you don’t have a spouse. Once you've made a selection, select
NEXT
.
Enter your spouse's SSN then select NEXT
Spouse State ID
If you've indicated that you have a spouse and want to include their ID information, you have the option to:
  • Add manually
    : to manually enter information from your Driver's License or State ID.
  • Take a Photo
    : to take a photo of your Driver's License or State ID.
  • Upload a Photo
    : to upload a picture of your Driver's License or State ID from your device.
note
You won’t see this step if you've indicated that you don’t have a spouse.
To enter your ID information manually, complete the required fields then select
NEXT
 to proceed.
Enter your spouse's ID information
If you choose to upload a photo of your spouse's ID, scroll to the bottom of the screen, then select
UPLOAD PICTURE
.
Select a spouse ID option
After uploading/entering your spouse's personal information, select
NEXT
.
Select NEXT
Mailing Address
On the
Mailing Address
 panel, you can provide your mail/shipping address. You have the following options:
  • Add manually
  • Use the same address from your ID
If you are adding the information manually, enter all of the requested information in the proper field and select
NEXT
.
Enter your mailing address
If you are using the same address as your ID, select
USE SAME ADDRESS FROM MY ID
 then select
NEXT
 to continue.
Select NEXT
Dependent Information
Enter the first and last names of any dependents you have. You can select
ADD DEPENDENT
 if you have more than one dependent.
If you don’t have any dependents, select
I DON'T HAVE ANY DEPENDENTS
.
Select
NEXT
 once you've completed this step.
Provide your dependent information
Banking Information
You have the option to provide your banking information. Providing this information speeds up processes like paying for tax payments and invoices that require payment information.
If you don’t want to include this information, select
NEXT
 to proceed with this task.
You can include your banking information. Indicate whether this is an
Individual
 or
Business
 bank account and enter the requested information. Once you've completed each field, select
NEXT
 to continue to the last step.
Enter your banking information then select NEXT
Summary
Once you've provided your personal information and selected
NEXT
, you will see a final screen summarizing the information you've provided. Swipe up/down to view all the information you've provided thus far. You can also select
EDIT
 to update the information.
Review the information in the Summary screen
Once you are done reviewing the information, select
FINISH
. The
Confirm Personal Information
 window will appear asking you to confirm that you have completed providing your details. Select the checkbox to confirm that you are ready to submit the information to your tax professional.
Select
Submit Now
 to finish this task.
Select
Submit Later
 to add more information at a later time.
note
You can't make any changes to your personal information once you select
Submit Now
. If you need to remove or update any information, select
EDIT
 or go to the previous panels.
Confirm your personal information before submission
Android mobile app
Follow these steps on your Android mobile phone app.
Sign in to the TaxCaddy mobile app, then select
Confirm Personal Information
 under
Tax Pro Request
.
Select Confirm - Personal Information
Enter Social Security Number
Enter your social security number, then select
CONTINUE
 to proceed to the next step.
Enter your SSN then select CONTINUE
note
The characters you provide will be hidden (i.e., masked) by default, you can select the
Show/Hide
 icon to show or hide the social security number.
State ID
On the
State ID
 panel, you have the option to enter information manually, upload a photo of your ID, or indicate that you do not have an ID.
If you choose to add a state ID then you can:
  • Add Manually
    : to manually enter information from your Driver's License or State ID.
  • Take a Photo
    : to take a photo of your Driver's License or State ID.
  • Upload a Photo
    : to upload a picture of your Driver's License or State ID from your device.
(Android) Add Manually
To enter your information manually, select
DRIVER'S LICENSE
 or
STATE ID
 to indicate your type of ID, then enter all the details from your ID. You may need to swipe up to see all the fields. Once you're done, select
CONTINUE
.
Manually enter your identification information
note
If you selected
NON-US ID
, you will additionally be asked to provide the country from which this ID was issued.
Select a country if necessary
(Android) Take a Photo
To upload a picture of your ID, select
UPLOAD ID
.
Select UPLOAD ID
If you don’t have a State ID to upload, select
I DON'T HAVE AN ID
 to continue.
Select I DON'T HAVE AN ID
Indicate whether you want to take a new photo of your ID or upload one already saved to our device.
Select Take a Photo or Upload a Photo
If you selected
Take a Photo
, select
SET PERMISSION
 to let TaxCaddy access your device's camera.
Select SET PERMISSION
Select
While using the app
 to let TaxCaddy use your camera.
Select While using the app
Select
Allow
.
Allow TaxCaddy access to photos on your device
After uploading your ID, you can:
  • Select
    NEXT
     to continue to the next panel.
  • Select the
    X
     icon to remove the provided ID.
  • Select
    REPLACE ID
     to remove the currently provided information for this panel.
Select REPLACE ID
Enter spouse social security number
Enter your spouse's social security number, or select
I DON'T HAVE A SPOUSE
 if you don’t have a spouse. Once you've made a selection, select
CONTINUE
.
Enter your spouse's SSN then select CONTINUE
Spouse State ID
If you've indicated that you have a spouse and want to include their ID information, you have the option to:
  • Add Manually
    : to manually enter information from your Driver's License or State ID.
  • Take a Photo
    : to take a photo of your Driver's License or State ID.
  • Upload a Photo
    : to upload a picture of your Driver's License or State ID from your device.
note
You won’t see this step if you've indicated that you don’t have a spouse.
To enter your ID information manually, complete the required fields, then select
CONTINUE
 to proceed.
Enter your spouse's ID information
If you choose to upload a photo of your spouse's ID, select
UPLOAD PICTURE
.
Select UPLOAD PICTURE
After uploading/entering your spouse's personal information, select
NEXT
.
After uploading your ID, you can:
  • Select
    NEXT
     to continue to the next panel.
  • Select the
    X
     icon to remove the provided ID.
  • Select
    REPLACE ID
     to remove the currently provided information for this panel.
  • Select REPLACE ID
Mailing Address
On the
Mailing Address
 panel, you can provide your mail/shipping address. You have the following options:
  • Add manually
  • Use the same address from your ID
If you are adding the information manually, enter all of the requested information in the proper field and select
CONTINUE
.
Enter your mailing address
If you are using the same address as your ID, select
USE ADDRESS FROM ID
 then select
CONTINUE
 to continue.
Dependent Information
Enter the information of any dependents you have. You can select
ADD DEPENDENT
 if you have more than one dependent.
If you don’t have any dependents, select
I DON'T HAVE ANY DEPENDENTS
.
Select
CONTINUE
 once you've completed this step.
Enter your dependent information
Banking Information
You have the option to provide your banking information. Providing this information speeds up processes like paying for tax payments and invoices that require payment information.
If you don’t want to include this information, select
SKIP THIS STEP
 to proceed with this task.
If you choose to provide your account details, indicate whether this is an
INDIVIDUAL
 or
BUSINESS
 bank account and enter the requested information. Once you've completed each field, select
CONTINUE
 to complete this task.
Enter your banking information then select CONTINUE
Summary
Once you have provided your personal information and selected
CONTINUE
, you will see a final screen summarizing the information you have provided. Swipe up/down to view all the information you've provided thus far. You can also select
EDIT
 to update the information.
Review the information in the Summary screen
Once you are done reviewing the information, select
CONFIRM
. The
Confirm Personal Info
 window will appear asking you to confirm that you have completed providing your details. Select the checkbox to confirm that you are ready to submit the information to your tax professional.
Select
Submit Now
 to finish this task.
Select
Submit Later
 to add more information at a later time.
Confirm your personal information before submission
Autofill Personal Information
While completing the
Confirm Personal Information
 task, some personal information that you or your tax professional have previously provided in TaxCaddy will automatically prepopulate (autofill) if it's available. If this happens, review the prepopulated fields (displayed in blue) for accuracy before your continue.
  • If the autofill information is correct, verify the details and then proceed to the next step.
  • If the autofill information is incorrect, provide the correct information before you proceed.
Prepopulated banking information
You will see a notification appear at the bottom of your screen indicating that some fields may have been prepopulated.
Notification of prepopulated fields
"Some fields may be prepopulated with information provided by you or your tax professional."
TaxCaddy prepopulates certain fields for the following scenarios, if the information is available:
  • Confirming Personal Information
  • Knowledge-Based Authentication
  • Paying tax payments by check

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