{"data":{"entities":{"widgets":{"154b6db3-4ff4-412c-8dfe-2ddbb8dc7efd":{"kind":"media","video_url":"","image_url":"https://storylane-prod-uploads.s3.us-east-2.amazonaws.com/company/company_339b2e30-ab24-4e81-8a73-23f6308560ec/user/3b213613-9139-4381-b19a-027881fb1379/widgets/154b6db3-4ff4-412c-8dfe-2ddbb8dc7efd/images/taxcaddy-interactive-demo-welcome-1665701402420.png","audio_url":"","cta":"START THE DEMO","options":{"root":{"theme":"light","close_button":false,"prev_button":true,"show_step_number":true,"videoFrameWidth":460,"frameHeight":0,"frameWidth":340,"backgroundColor":"#FFF","borderColor":"#807f93","videoBackgroundColor":"#dedee3","secondaryButton":false,"backdropColor":"rgba(0, 0, 0, 0.4)"},"description":{"value":"

Welcome to TaxCaddy!

Learn how to set up your account, upload documents, message your tax professional, and more. Let’s simplify tax time with TaxCaddy.
Note: This demo includes all TaxCaddy features, some of which your tax professional may not use.

This demo should be viewed on desktop.

Note: This demo includes all TaxCaddy features, some of which your tax professional may not use.

This demo should be viewed on desktop/laptop.

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Account Setup

Your tax professional will invite you to set up and connect your TaxCaddy account. You can also set up an account on your own. Either way, your account is yours to keep forever—even if you change your tax professional.

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Your tax professional has sent you an email invitation to log into TaxCaddy. Click View Your Requests to begin.

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On this page, you would enter your phone number. Click CONTINUE to start your account setup.

A verification code will be sent to your phone. On this page, you would enter the code and check that you agree to the Terms of Use. Click CONTINUE.

Once you’ve logged in, you will see the TaxCaddy Overview screen.

A list of pending tasks from your tax professional will populate here.

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Commonly used uploading options are also front and center.

You can use the main navigation to access different areas of TaxCaddy.

You can use the drop-down menu under your name to manage your account, access help and tutorials, and log out of your account.

Your account is ready to go!

Once you’ve finished setting up your account, it's time to tackle your task list.

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E-Signing

Your tax professional has requested your electronic signature. Here’s how to provide it.

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You will find a link to the request in your task list. Click Sign 2022 Engagement Letter.

You will find forms to sign or review at the top of your Document Request List. Let's see how you would sign the Engagement Letter.

Read through the Engagement Letter and click SIGN & ACCEPT.

On this page, you would enter your name as your electronic signature. Click SUBMIT to sign.

Your electronic signature has been accepted! Click DONE to finish.

The signed Engagement Letter has been moved from your Document Request List to your Uploaded Documents.

Answer Questionnaire

Let's walk through how to answer your tax professional's questionnaire.

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You will find a link to the questionnaire in your task list. Click Start 2022 Questionnaire.

First, you would select any major events that applied to you during the current tax year.

Click CONTINUE to view the follow-up questions.

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You would then answer the follow-up questions.

Your answers will be automatically saved as you go. You can close the questionnaire without losing progress and return at any time until you are finished.

Uploading Documents

You can upload documents from any device: desktop, tablet, or mobile phone. Let's see how.

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You will find a link to upload pending documents in your task list. Click Upload 2022 Documents (10).

This page shows your full Document Request List. Let's upload the US Bank National W-2.

Several options are provided. Select Upload.

You would then click or drag and drop the requested file to upload.

The document has been moved from your Requested Items to your Uploaded Documents. Click Uploaded Documents (2) to view it.

Under the Uploaded Documents tab, you can see everything that you've uploaded so far.

Here’s the example W-2 we just added.

Photo-scan

Use the TaxCaddy app for iOS or Android to upload documents by taking a photo. You can also upload from Google Drive, iCloud, and more.

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Tap Take a Photo.

Follow the instructions to align the camera to your document.

TaxCaddy will automatically crop and center the scan for you.

You can take photos and upload additional pages if you have them.

The document will be added to your Uploaded Documents list just like any others you upload. You can also upload from local files, Google Drive, iCloud, or Dropbox.

Smart Links

Smart Links connect with leading financial institutions to automatically upload requested documents for you as soon as they're available. Let’s see how to link your financial institution.

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Select Smart Links from the username drop-down menu.

Click Add Smart Link to add a new link.

You can search leading financial institutions or select one from the list. Let's add Bank of America.

Here’s where you would enter your financial institution credentials. Click SUBMIT to add the Smart Link.

Smart Links are part of a secure service that only has access to the documents requested. The rest of your financial account remains private.

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Your financial institution is now connected to your TaxCaddy account!

You can add more Smart Links or click DONE to finish.

Your new link has been added under the list of Smart Links. As you add more, this page will contain a list of all financial institutions connected via Smart Links. You can remove them at any time.

Messaging

You can message your tax professional in the Messages tab or send messages directly within a specific document.

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If you have a question about a certain document, type your message in the Messages sidebar next to the document and click SEND.

Messages between you and your tax professional will appear in a thread.

You can also access your messages from the Messages tab.

On this page, you will find an archive of your messages and associated documents.

Done Uploading

When you're finished uploading all requested documents for the current tax year and have finished answering your questionnaire, you can alert your tax professional. (Don't worry, you can still upload documents later if you miss any!)

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Once you've finished uploading documents, click DONE UPLOADING.

Double-check that you have no pending document requests and click NOTIFY MY TAX PROFESSIONAL. (Remember, you will be able to upload documents later if needed.)

You will receive an alert that your tax professional has been notified.

Reviewing Your Tax Return

Once your tax professional has completed your return, they’ll upload it in TaxCaddy for you to review and sign along with the e-file authorization. TaxCaddy permanently stores your returns for you, but you can download them to save in your local files as well.

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When your return is ready for review, you will find a link to view tax returns in your task list. Click View 2022 Tax Returns.

On the Tax Returns page, you will find your State and Federal returns along with filing instructions.

Let's review your Federal Tax Return.

Review your return in TaxCaddy's document viewer. If you have any questions for your tax professional, you can message them just like you would with any other document.

If you’d like to save a local copy of your return, you can download it here. TaxCaddy will still archive your returns for you.

Now that we've reviewed your tax return, let's see how you would sign the e-file authorization. You will find this under your task list on the Overview screen or on the Documents page here.

Select the e-file authorization Form 8879.

Once you've reviewed the form, click SIGN & ACCEPT.

To begin the electronic signature process, you would enter your name on this page. Click SUBMIT to sign.

You will be asked to complete a Knowledge-Based Authentication form in order to complete your signature and finalize the e-file authorization for your return.

You will be prompted with a set of knowledge-based questions to verify your identity. Answer each question to continue.

Once you've correctly answered the questions, your signature and e-file authorization are complete!

Paying Your Invoice

You can pay your tax professional's invoice directly in TaxCaddy with a variety of methods: credit card, bank account/ACH, Apple Pay, or Google Pay.

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You will find a link to the invoice in your task list. Click Pay 2022 Invoice.

Select the invoice uploaded by your tax professional for the current tax year.

Review the invoice’s details.

And click PAY NOW.

Here, you will find a summary of the invoice and payment methods. In this example, your tax professional has allowed payment by credit card or bank account/ACH. (Your tax professional may also allow payment via Apple Pay and Google Pay.)

If you choose to pay via ACH, you can connect your bank account by using instant or manual verification.

Once you've added and verified a method of payment to be made through TaxCaddy, click AUTHORIZE PAYMENT.

The charge has been successfully submitted!

Your payment details will be stamped on the invoice...

...and the invoice will be logged as paid in TaxCaddy.

Paying Estimated Tax Payments

Use TaxCaddy to pay your Federal and State tax payments by check.

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You will find a link to the tax payments in your task list. Click View 2023 Tax Payments (4).

Now, let's make the first payment.

Review the details of your tax payment voucher.

Click PAY BY CHECK to make the payment through TaxCaddy.

Here, you would select your preferred bank account to provide the check. (You may also connect another account during this step.)

Enter the requested information to fill out the check.

Review the information on the preview of the check provided.

Here, you would select your preferred delivery option.

Once you've confirmed that everything is correct, click SUBMIT.

Your tax payment has been submitted and will be processed through TaxCaddy!

You’re a TaxCaddy pro!

Congratulations! You've finished the demo of TaxCaddy's features and benefits.

If your firm is using TaxCaddy, they will send you an invite. Wait for an email invitation from your tax professional to set up your account.

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Congratulations! You've finished the demo of TaxCaddy's features and benefits.

If your firm is using TaxCaddy, they will send you an invite. Wait for an email invitation from your tax professional to set up your account.

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