View Completed documents

Once you have verified your clients’ documents, the next step is to download them.
  1. In Review Ready, go to the
    View Completed
    task.
  2. In the client list, select
    Download
    next to the client to download all processed documents in PDF format.
  3. In the PDF, use the
    Not Indexed Documents
    bookmark to review any nonstandard documents. These are documents you'll need to review and possibly enter the data in UltraTax CS manually.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close