Tax pro requests

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TaxCaddy.com on PC, Mac, or tablet

Task List
panel lets you know when your tax professional needs something from you. Each item in the task list is an action item requested by your tax professional. When your tax professional needs you to review, sign, or upload a specific document, you will see the task appear in the list. You can select each task to open the relevant page that will help you complete that task.

Populated task list after accepting connection request

note

You can select a section title to collapse its content and create more space in your Task List
to display the other section's listed items.

iOS mobile app

Populated task list after accepting the connection request

note

You can select a section title to collapse its content and create more space in your Task List
to display the other section's listed items.

Android mobile app

Populated task list once the connection request is accepted

note

You can select a section title to collapse its content and create more space in your Task List
to display the other section's listed items.

Tax Pro Request

Tax Pro Request	Description
Questionnaire	Request to answers questions sent by your tax professional.
Review	Request to review a document sent by your tax professional.
Sign	Request to sign documents sent by your tax professional.
E-Sign	Request to E-sign documents sent by your tax professional.
Upload	Request to upload a document sent by your tax professional.
Tax Returns	Shows tax returns prepared by your tax professional. You can view, delete, and download a tax return.
Tax Payments	Shows tax payment vouchers prepared by your tax professional. You can view, delete, download tax payment vouchers. Once paid you can mark the tax payment voucher as paid. Additionally, your tax professional may provide you with an option to pay by check if necessary.
Invoice	Lets you pay invoices sent by your tax professional.
Messages	Read any unread messages sent by your tax professional.