Invoices
Your Tax Professional can charge you for their services by creating invoices. These invoices can be viewed, paid, and downloaded.
Click here to learn more about viewing invoices
Paying Invoices
Click here to learn more about paying invoices.
Done Uploading
The Done Uploading screen will now allow you to determine the resolution for the remaining requested documents.
Click here to learn more about Done Uploading.
 (Doesn't Apply) |
Removes the selected document from the document request list. |
 (Remind Later) |
Keeps the selected document in the document request list. |
| Doesn't Apply (All) |
Removes all the remaining documents from the document request list. |
| Remind Later (All) |
Keeps all remaining documents in the document request list. Selected by default. |
Upload documents from iOS locally and iCloud
You can now upload documents from iOS device and iCould.
Click here to learn more about uploading documents.
iOS FileSystem
iCloud
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