UPLOADING TAX DOCUMENTS
- Click “Login”
- Type in your Username and Password
- Check the Box marked “Yes I Agree”
- Select “Submit”
- Client Tax Data Upload
- Add New Date Row
- Type in “2020”
- Click “Add”
- Under each Subject, Upload your Documents
- Choose the File you want to Upload
- Once all of your Documents are uploaded, click “Upload”
- Review Files and then Submit
- 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