Uploading Documents

Uploading Documents

If you want to upload documents, (e.g., W2, Driver’s License, etc.), follow these steps:

1. Search for Your Client:

   • From the main screen, select Client Search.
     
     

     Open

     

2. Select the Return:

   • Under the Return List, choose the return where you want to upload the documents and click the Pen icon to open it.

     Open

     

     
     
     

3. Upload the Document:

   • In the left-side menu, select Upload Documents, then click Upload a new document.
     
     

4. Choose the Document Type:

   • Use the Document Type dropdown menu to select the file type (e.g., PDF), add a keyword and title, and then click Choose File to upload your document.
     
     

Troubleshooting File Upload Issues

File Size Too Large?

If you can’t upload a document due to its size, compress the file:

1. Go to Compress PDF Files.

2. Click Select File and choose your document.
   
   

3. After compression, click Download, then try uploading the smaller file.

Unsupported File Type

If the file type isn’t supported (e.g., it’s not a PDF, PNG, or JPEG):

1. Go to File Conversion Tool.

2. Click Add Files to select your file.

3. From the Convert To dropdown menu, choose PDF.

4. Click Convert Now.
   
   

5. Download the converted file and upload it.

Tip: If the converted file is still too large, compress it using the steps above.