TaxCaddy Information
Creating your account and logging in for the first time
Connecting with your tax professional
Video: A Basic Overview of How to Use TaxCaddy
Video: How to Use TaxCaddy (signing documents, navigating, uploading, messaging)
Scanning and Uploading Documents to TaxCaddy
Adding a Spouse or Additional User
Reviewing and Finalizing Your Tax Return
Signing Documents as a TaxPayer (the Primary TaxCaddy Account Holder)
Signing Documents as a Spouse/Second User (including signing from the same TaxCaddy Account)