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.

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.