Upload files to client's Uploaded Documents

Follow these steps to upload files to a client's Uploaded Documents
tab:

Overview

screen.

Select Documents
, then select Uploaded Documents
.

Select Drag and drop or click to upload documents
. You can also drop the file in the drop area.

When the Open
window appears, select a document to upload.

note

Accepted file formats are: PDF, DOCX, XLS, and XLSX. You can upload multiple files to the same category at 1 time.

When the Uploaded Documents
window appears, select a Category
and Tax Year
for the document.

note

If you are uploading multiple files that need to be filed to separate categories, select Decide Later
. After the file is uploaded, you can move the document to another category or add a new category if necessary. .

If you have enabled 1041 tax return profiles on this account, select the correct Tax Return
in addition to the Tax Year
before selecting the Category
.

note

Some categories only apply to 1040 tax return types and won’t appear when moving a 1041 specific document and vice versa.

If you are unable to find a category, select the Show All
tab.

You can also use the search bar to find your category.

After you select the category name, you can select an existing subcategory or create a new subcategory for the document. To create a subcategory, select Add New
.

Select Upload
.

Once the file upload completes, select Close
.

The uploaded document appears on the Uploaded Documents
tab, under the selected category and tax year.

Documents uploaded to the specified category

note

Fillable PDFs directly uploaded to TaxCaddy's Uploaded Documents
section should be manually flattened/printed before sending to SurePrep for processing. To flatten the PDF, open the PDF then press Ctrl + P
or File
, then Print
to print/save a flattened PDF.