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by Guido The Cat

My introduction to TaxCaddy was to fill out an on-line questionnaire on changes in the past year. Retirement. Should be easy. 62 questions, but many of them involve technical legal retirement program terms. Part way through, I wanted to save partial completion to check something (I could as easily have wanted to pause for dinner and complete it later); but there was no apparent way to partially save (and you cannot leave any question unanswered). The App was locked in the questionnaire until completion. Couple that apparent flaw with the statement at the end of it that once you “submit” your answers you can never change them. What if I made a mistake (or got new information) and wanted to revise an answer? Too bad, your error will be forever reflected in your tax return? Next, one of the “Questions” was a directive that if you have not already linked your bank account to this App, insert your account information here (or better yet upload a photo of a check). That’s an audacious assumption that I’d want to link my bank account to this App, especially at this awkward introductory part of getting used to the App. What additional irritating things await? If I wanted a do-it-yourself tax return, I’d buy TurboTax. I don’t like this.

by Torgus

Maybe accountants like it but for consumers it is absolute garbage. Nearly impossible to load docs and photos from your phone. It is so bad you can’t simply upload an image - you have to either take a photo or upload a pdf - the other file formats make no sense. Also, you cannot share users so if you have a spouse filing jointly - only one primary user can upload docs which is super inconvenient. I seriously want to fire our accountant just for making us use this trash.

by Dorothy & Toto

This has never simplified the process of doing taxes. Can’t say enough about the difficulties I’ve had. So many questions; some that don’t apply. Can’t this be simplified and improved? My taxes have been completed, and the results are that I owe both federal and state income taxes. Where are the vouchers to be submitted? This app seems great to those who use it to gather information. Try looking from the individual filing taxes, and understand that it’s not all that it’s cracked up to be.