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UPLOADING TAX DOCUMENTS

  1. Click “Login”
  2. Type in your Username and Password
  3. Check the Box marked “Yes I Agree”
  4. Select “Submit”
  5. Client Tax Data Upload
  6. Add New Date Row
  7. Type in “2020”
  8. Click “Add”
  9. Under each Subject, Upload your Documents
  10. Choose the File you want to Upload
  11. Once all of your Documents are uploaded, click “Upload”
  12. Review Files and then Submit
  13. You will get a confirmation notice that says, “Thank you, Email Sent.”
  • Only PDF files are able to be uploaded.
  • You have the option to view and delete the files as well
  • You can upload Multiple Files