Just received your TaxCaddy invite and want to know what are the next steps? Check out the process and FAQs below:

1. After your receive the TaxCaddy email select the "View Your Requests".

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Please note: not able to select the App store or Google play icon in email invitation.

2. After you have selected the "View Your Requests" link then you will be sent to the following landing page and a text will be sent to your phone number on file with Collective. You will need to enter the 6 digit code then agree to the terms of use and select "CONTINUE".

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2.a You would select Collective as the company you wish to connect to.

zoomed in:

2.b

2.a You would select Collective as the company you wish to connect to.

2.b

3. After You select "CONTINUE" then set up your password. For mobile version, you will want to open in "Browser" for the initial setup.

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3a.

3b.

3c.

3d.

3a.

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3c.

4. You will receive a notification that your password has been successfully changed and you will be required to sign back in. For the mobile app, you can now select "TaxCaddy App" which will send you to the App Store or Google play to download the application if you have not done so already.

CAUTION For mobile app: After you have downloaded the application you will need to select "sign in". DO NOT SELECT "Get started":

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4.a

4b.

5. Selection your default tax year prompt to 2021 as we are preparing your 2021 tax returns and click "CONTINUE". You will still see 2022 when you log in so that you can upload any 2022 documents year-round.

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6. The Tax team will be notified that you have accepted the invite and will start generating your questionnaire within 5 business days. You will receive another email once your questionnaire is ready.

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7. After you have logged on, you will want to confirm your personal information.

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7a.

7b. Enter you and your spouses, if applicable, social security number

7c. Upload or manually enter your license information (Don't have one then select "I Don't have an ID").

7d. If you have a spouse then you will need to repeat the steps 7b-c. Then enter your personal mailing address.

7e. If applicable, enter your dependent information and you can select "Add Another Dependent" to include your household. Your spouse is not a dependent. Otherwise select "I don't have dependents".

7a.

7b. Enter you and your spouses, if applicable, social security number

7c. Upload or manually enter your license information (Don't have one then select "I Don't have an ID").

7d. If you have a spouse then you will need to repeat the steps 7b-c. Then enter your personal mailing address.

7e. If applicable, enter your dependent information. Otherwise select "I don't have dependents".

8. Enter your INDIVIDUAL bank account information. DO NOT SELECT "Business" and DO NOT enter your business bank account.

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9. After you have entered your information, you will have need to select "Submit"

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9a.


9b.

9a.

10. Now you're ready to fill out the questionnaire.

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10a.

10b. First select "COVID-19 Related Questions" plus select any applicable life changing events.

10c. When going through the questionnaire: If question states to go to "Documents to upload" then you can go to the Documents section now or wait until you have completed the entire questionnaire (your spot will saved).

10a.

10b. First select "COVID-19 Related Questions" plus select any applicable life changing events.

10c. When going through the questionnaire: If question states to go to "Documents to upload" then you can go to the Documents section now or wait until you have completed the entire questionnaire (your spot will saved).

11. Some questions will give you the option to complete a fillable form just in case you do not a document to upload but need to provide us with information.

12. After you have answered all the questions then you will receive the following prompt:

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12. Some questions will give you the option to utilize "smart links". You can access the "smart links" in multiple ways.

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Then type in your financial institution that you use for your personal accounts and login

13. After you have gone through the smart links then go to "Upload 2021 Documents" or "Documents" section to upload all the remaining documents that were not eligible for "smart links".

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Based on your responses to the questionnaire, you will receive recommended documents to upload:

Based on your responses to the questionnaire, you will receive recommended documents to upload

14. Last step: Once you have addressed everything from the questionnaire and you have uploaded or used the smart links to provide us with your information then verify that there are no additional requested items listed in the documents section. If you still see requested items listed and they do not apply or you already provided the information then select the "..." and select the option that is applicable. Once all these steps have been addressed then you will receive the following confirmation screen:

CRITICAL: Do not select "Don't ask me again" as the tax team will not be notified of your submission.

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After you have selected "Notify my tax pro" then you have successfully submitted the questionnaire and provided your documents. The tax team will be automatically notified and will start reviewing the information you have submitted. If there are missing documents or clarification then the tax team will reach out to you to move you along the preparation stages.

FAQ

Q: The last four digits of my phone number do not match what is listed in TaxCaddy to receive the 6 digit code, what do I do?

A: Log into your Collective dashboard and update your contact information. Then email us at [email protected] what the number should be. That way we can update the number on our backend and instantaneously resend the invite with the new number.

Q: I want to grant my spouse access to TaxCaddy, how do I do that?

A: Yes, see the instructions below:

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A. Once you login to your account, select your name at the top of the home screen.

B. Click "settings"

C. Select "Additional User Account" and enter your spouses information.

Q: Do I need to enter my bank information in the questionnaire?

A: Yes, as this is acknowledging that you want a refund rather than having any overpayment applied to the subsequent tax year:

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Q: I want to leave a message to the prepare or let them know of something unique:

A: Here's how

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Q: I need to upload documents were not specifically requested

A: Here's how

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Q: I do not have a summary of the business or rental income and expenses, is there a fillable form?

A: YES!

In Documents, select the "..." and then select "Complete Form" to access the editable pdf.

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Q: I have multiple Sch. E (rental income) or multiple Sch. C (self-employment income) and I do not have a summary of all the income and expenses?

A: In Documents, select the "..." and then select "Complete Form" to access the editable pdf for the applicable type of income. You will have the option to download and make copies to then upload the multiple activities.

Desktop- We recommend desktop if you are going to use this function

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Q: I already uploaded my document but TaxCaddy is still requested the I upload the file, how do I make it go away?

A: Go to the "..." of the document you wish to remove and select "Already Provided"

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Q: I'm trying to upload a document but I don't know which Category to select?

A: You can select "Decide Later"

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Q: What if I have all my documents in one pdf?

A: Perfect, you can upload the document as a single pdf and no need to select a category. Just mark the suggested document uploads as "Already Provided".

Q: Do I need to fill out the fillable form if I already have a document that provides the information?

A: No, you are not required to enter the information again. Just upload the document in the suggested document list or upload the document in the drag and drop section and then mark the suggested documents "Already Provided".

Q: Do I have to upload all my charitable contribution documents?

A: No, retain copies for your records but you will just need to enter them in the charitable contribution fillable forms.

Q: Can I upload all of my charitable contribution documents instead of completing the fillable form?

A: No, we want to ensure that we have captured all of your charitable contributions. Most contribution forms do not provide a dollar amount.

Q: Why do you need my spouses email address?

A: IRS requires that each taxpayer sign their tax returns. They also require unique identifiers which include email addresses to ensure that the signer is in fact the taxpayer.

Q: I'm trying to connect my smart links but my financial institution is not listed. What do I do?

A: Go to documents and upload the financial institutions tax forms instead.

Q: Why do I need to enter my license information?

A: IRS recommends that you include your license information when submitting your returns electronically to help combat identity theft.

Q: What does T S J mean?

A: T stands for Taxpayer, S stands for Spouse, J stands for Joint. This helps identify who actually made the payment/should be claiming the deduction.

Q: Why do I have to enter my personal information again, don't you already have it?

A: This is the first year that we have partnered with TaxCaddy to enable you to submit your tax information so they start you off with a clean slate. After your initial year, TaxCaddy will just have you verify the information rather than having you re-enter the data again.

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