TaxCaddy Resource Center
TAX TIME SIMPLIFIED
Lewis & Knopf has partnered with TaxCaddy to make tax season easier and more convenient for you! TaxCaddy enables you to collaborate, share and communicate with your tax professional from anywhere, on any device.
Our annual invitation to our clients for the 2023 tax season begins on January 22nd 2024. Once you receive the invite via email, click the “Get Started” button in the email to set up your TaxCaddy account. For more information, see the steps below on getting started with TaxCaddy.
On the right you will find helpful resources including a demo of TaxCaddy, articles on how to get started with TaxCaddy, and videos from your Lewis & Knopf accountants on how to use TaxCaddy. TaxCaddy is available on Desktop, Android and iOS.
Below you will find helpful links for gathering documents and notifying your tax professional using TaxCaddy.
TaxCaddy will improve the way you file your taxes. We at Lewis & Knopf are excited about what TaxCaddy offers and the new tax filing experience it provides.
Getting started is easy as 1, 2, 3…
Need help with logging in or using the TaxCaddy app/website? When on TaxCaddy’s website or when using the TaxCaddy app, click on the help icon on your screen to get help from a TaxCaddy representative.
Your Annual TaxCaddy Action Steps
Each January, you’ll find important action items within your TaxCaddy account. Make sure to:
- Review your requested items
- Complete the questionnaire
- Upload the necessary items to your requested items or respond with the applicable response:
- Reply with amount
- Already provided
- Doesn’t apply
Once you’ve completed the requested items and the questionnaire for this tax year, click Done Uploading. Still waiting on tax documents to arrive? Let us know and we will begin preparing your return based on what you have provided so far. Once your documents are received, you can upload them at any time.