How do I download, edit, or delete my documents?

After you’ve uploaded your documents, you can easily access them from the Documents section of your dashboard.

1. Click Documents on the left-hand navigation panel.VA_V1_Dashbrd_Doc_EN.jpg

2.Click View/Manage your documentsVA_V1_ViewMngDoc_EN.jpg

3. Use the search bar at the top of the page to quickly find the document you’re looking for.VA_V1_SearchDoc_EN.jpg

4. Hover your mouse over the document you’d like to interact with to make the three-dot menu button appear.VA_V1_ManageDocHover_EN.jpg

5. Click the three-dot menu and select one of the options  VA_V1_ManageDocMenu_EN.jpg

Preview – View the document

Delete – Remove the document. Once a document has been deleted, it cannot be restored. Use caution when deleting anything from your account.

Download – Download a copy of the document from your account onto your computer

Rename – Give the document a new file name
Tip: Use file names that clearly indicate what the document is. For example: YourName_T4_EmployerName_2018.


Need more help? You can message your Tax Expert at any time from the Messages section of your dashboard. VA_V1_Dashbrd_Messages_EN.jpg