Documents overview
You can access files through the following links in the
Documents
section of the navigation pane.
note
If the navigation pane doesn’t include a
Documents
section, you don’t have access to this area.Folder | Details |
|---|---|
File Exchange | The File Exchange link takes you to a screen in which you might find templates that we designed for you and files that you will exchange with our firm. |
Other links | Other links under Documents give you access to static documents. These include tax returns and financial statements. Links with names for the taxpayer contain personal documents. Links with names for companies contain business documents. If we uploaded a web organizer for you to complete, a Tax Org indicator seems beside the folder.You can view, download, and print the files that are accessible through these links as often as necessary without having to request mailing or delivery. For example, if you’re at a bank meeting to go over a loan application and you forgot to bring a copy of last year’s tax return, you can sign in to NetClient CS and download or print a copy of the return. |