TaxCaddy

Cover & Rossiter will initiate a connection request in order to communicate with you and gain access to the tax documents in your TaxCaddy account. You will see the request on the Overview screen under Tax Pro Requests. Open the request and click on the green “Accept Connection” bar. If you don’t see a connection request, email intake@coverrossiter.com to confirm a connection request has been sent.

Once you are connected to Cover & Rossiter, you will see requests from us when we issue the engagement letter or tax questionnaire or when we are missing tax documents.

You have the option to add your spouse or another person, e.g. your financial advisor, to be an additional user on your TaxCaddy account. Additional users can upload documents and view the tax documents you upload, as well as review certain documents uploaded by Cover & Rossiter. You can revoke an additional user’s access at any time.

Click here to learn how to add an additional user.

1. Log in to your TaxCaddy account.
2. Click Drag or click here to upload documents, or drag documents onto the drop zone.
   
3. Browse to the location of the file(s) on your device and select files(s) to upload. *Note: Accepted file formats are: .pdf, .doc, .docx, .xls and .xlsx. You can upload multiple files to the same category at one time.
4. When the Uploaded Documents dialog box appears, select a Category and Tax Year for the document. *Note: If you can’t find the proper category or are uploading multiple files that need to be filed to separate categories, click Decide Later.
   
5. Wait for the file(s) to complete uploading, then click Close.
6. Click here for additional information on uploading documents and categories.

Smart Links create a link between TaxCaddy and your financial institution, allowing TaxCaddy to retrieve documents (e.g., W-2, 1099, 1098) directly from your financial institution instead of you having to upload the documents yourself. Click here to see the full list of financial institutions with which TaxCaddy can connect.

Follow these steps to add a Smart Link to a document retrieval account using TaxCaddy.com on your PC, Mac or Tablet.

Concerned about the security using Smart Links? Don’t worry, TaxCaddy will only use this information to transfer your tax documents from your institution to your TaxCaddy account. TaxCaddy uses the highest industry-standard 256-bit SSL data encryption to ensure the safety of your personal information. Click here for more information on Smart Links Security.

There are two methods to get help or answers to your questions about TaxCaddy.

1. TaxCaddy Help Center: You can access the Help Center from your account. At the top right where your account name is, click to open the menu. Select Help to be taken to the Help Center.
2. Contact Cover & Rossiter:
   6632. You can call Cover & Rossiter during normal business hours. Our number is (302) 656-6632. Ask to speak with one of our TaxCaddy specialists.
   6633. Send us a message through your TaxCaddy account. Click on the Messages screen and then click the plus sign in the Message Threads column to create a new message. You can expect a response typically within two to four business hours.
3. Contact TaxCaddy: (Note: TaxCaddy is unable to provide phone support)
   1. Submit your request online from your TaxCaddy account. At the Overview screen, click on the Support button at the bottom left. Then click Contact us and complete the form. - OR - Send an Email to support@taxcaddy.com
   2. Support hours are 7 am - 5 pm PST, Monday - Friday, excluding holidays
   3. Typical turnaround time for support tickets is 24 hours.