File a message thread to tax documents

Follow these steps to file a message thread to tax document:
  1. Sign in to TaxCaddy and go to the client's profile by selecting a client tile on the
    Overview
    screen.
  2. Select
    Messages
    .
  3. To file individual message threads to 
    Tax Documents
    , select
    FILE TO TAX DOCUMENTS
    .
  4. When the
    Confirm File to Tax Documents
    window appears, select
    CONTINUE
    .
    A success message will appear once the message thread has been successfully saved in its current state.
    The archived message thread will appear on the
    Documents
    screen, in the 
    Uploaded Documents
    tab.
Message threads uploaded to a binder appear in the
Other Information
folder in the
INDEX TREE
tab.

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