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.
2.Click View/Manage your documents
3. Use the search bar at the top of the page to quickly find the document you’re looking for.
4. Hover your mouse over the document you’d like to interact with to make the three-dot menu button appear.
5. Click the three-dot menu and select one of the options
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.|