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Streamline Your Tax Returns

TaxCaddy allows clients of CCM Tax & Trust Administration to leverage the convenience of connecting with us online.

The Benefits of TaxCaddy

Instead of using a paper tax organizer you may:

  • Electronically and securely share your tax documents with our tax team;
  • Communicate with your tax advisor during the return preparation process;
  • Electronically sign documents, such as your e-file authorization; and
  • Use your account to save key tax documents year-round.

Note: The TaxCaddy website is best navigated on a laptop or PC. It is not well configured for use on mobile devices. We recommend using TaxCaddy’s mobile app if you’re planning to navigate TaxCaddy on your tablet or phone.

Getting Started

If you’re ready to get started, setting up your TaxCaddy account is the first step. Follow the instructions below and then connect with CCM Tax & Trust.

For Assistance

Our Tax Team is happy to help you connect to and navigate TaxCaddy. For assistance, please email tax@carlsoncap.com.

Frequently Asked Questions

How do I create my TaxCaddy account?

Instructions for creating a TaxCaddy account can be found here.

How do I log in to my TaxCaddy account?

You can log in to your TaxCaddy account here.

What should I do if I have forgotten my password?

If you’ve already established a TaxCaddy account and have forgotton your password, or are having trouble logging in, select the “forgot password” option on the login page. This will prompt you to enter your email address where TaxCaddy login instructions will be sent. If you prefer, you can visit the “forgot password” page directly.

How do I contact TaxCaddy for support?

This link provides various ways to contact TaxCaddy support, including live chat, email, and submitting a ticket.

How do I add TaxCaddy to my Safe Senders email list, so that it doesn’t go to junk mail?

Instructions for adding TaxCaddy to your Safe Senders email list can be found here.

How secure is the client information?

TaxCaddy has been independently audited, tested, and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data. Visit taxcaddy.com for additional information.

How do I complete a fillable form document in TaxCaddy?

For more information about completing a fillable form document, click here.

How do I upload a document?

For information about uploading a document, click here.

How do I upload a picture of a document?

There are a few ways to upload a picture of a document using the internet, an iOS device, or an Android device. For instructions, click here.

How do I get documents that are on my phone into TaxCaddy?

If you have a document on your phone that you’d like to put into TaxCaddy, view instructions here.

How do I sign documents in TaxCaddy?

Documents can by signed by Taxpayers by following the instructions here. Documents can be signed by Spouses by following the instructions here.

How will I be notified when documents are uploaded to TaxCaddy?

You will receive an email when documents are saved to your TaxCaddy account.

How do I mark documents as reviewed?

For information about marking a document as “reviewed,” click here.

How do I save the information entered into the fill-in organizer?

For more information about saving information entered into the fill-in organizer, click here.

How do I let my CPA know I’m ready for them to prepare my return?

When you are ready for us to prepare your tax return, please click the button “Done Uploading” near the top of the page. This will send a notification to your tax preparer at CCM Tax & Trust and we will get started on your tax return. This cannot be undone on our end once you’ve clicked it. For more information, click here.

How do I accept the connection to CCM Tax & Trust?

To accept a connection to your CPA, click here.

How do I pay my invoice?

For information about paying your invoice, click here.

How do I add my bank account to pay my invoice?

For information about adding a bank account to pay your invoice, click here.

What are the options to make tax payments for balances owed or estimated tax payments?

In TaxCaddy, you can pay your balances owed and estimated tax payments directly from your bank account using these instructions. You can also download and print the voucher uploaded by your tax professional and mail in the voucher and check payment. You can directly pay your Federal balances owed or estimated tax payments here. You can directly pay your Minnesota balances owed or estimated tax payments here.

TaxCaddy Simplifies Tax Time

This introductory video provides you with an overview of how TaxCaddy can help simplify gathering and sharing your pertinent tax documents with our team.

If you have questions about using TaxCaddy please reach out to your Tax Advisor.