TIPS AND RESOURCES | TAXCADDY FAQ’s
Filing your income tax return can be a time-consuming hassle. By using TaxCaddy and SafeSend Returns, you’ll save time and enjoy a more streamlined, paperless and automated experience. Your tax professional’s work is complicated, but your part should not be.
Getting Started is Easy as 1, 2, 3…
The TaxCaddy software solution makes it easier than ever to organize and submit your tax documents. With TaxCaddy, you can:
Gather your 1040 tax documents
Send them to us securely
Communicate with your tax advisor
Answer your information questionnaire
Sign documents like your engagement letter
With TaxCaddy, paper organizers will be a thing of the past, and you’ll make less trips to the office. As always, we are still available to you in-person and virtually. Feel free to call, email, or stop by to talk to your tax advisor whenever you have questions.
STEP 1 – Sign Up
When you receive a TaxCaddy invitation email from Aldridge Borden, click the “Sign Up Free” button
Create your password
Select your three security questions
Follow the steps to create your TaxCaddy account
STEP 2 – Connect
Log in to your TaxCaddy account and accept the connection request from Aldridge Borden
This will allow you to communicate with Aldridge Borden by sending and receiving messages, requests, letters and other communication
Step 3 – Begin
Your spouse or financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time
Set up a link to your bank and brokerage accounts and let TaxCaddy automatically receive your tax documents
Install the TaxCaddy app for iPhone or Android to use it to take photographs of paper documents as you receive them
Your Annual TaxCaddy Action Steps
Each January, you’ll find important action items within your TaxCaddy account. Make sure to:
Upload the necessary items to your requested items or respond with the applicable response:
Already provided
Once you’ve completed the requested items and the questionnaire for this tax year, click Done Uploading. This will notify us to begin preparing your return.