Managing Your Files

Your Documents Section - Overview 

Any files you have uploaded are stored in the Documents section under the Your Documents subsection. Here you will find your document’s:

  • Name. The document's title. You can see the file type icon next to the title.
  • Date Uploaded. The date that the document was uploaded. Documents are grouped by year.
  • Description. A description is optional. You can add a description when you are uploading the file to the system or later.

Uploading a Document

To upload a document to TaxDome:

  1. Go to Documents section, then to the Your Documents subsection, then click on New and choose Upload File or use the Click here to Upload area.
  2. Click the UPLOAD DOCUMENTS button and locate on your computer the file you wish to upload. Permitted file types: PDF, MS Office, QuickBooks Desktop, images, and zip archive files. With all file types, the maximum upload size is 100 Mb.
  3. Select the year to which the document belongs. If a particular year does not appear in the list, it means you has not yet submitted  documents for that tax year. You can add the year by clicking on the Add Year link. You can also select the Unsorted option if you want to sort the documents afterward. 
  4. Add a text description (up to 150 characters) to give the accountant an idea of what the document entails.
  5. Select the folder to which the document will be uploaded. If a folder is not selected, the document is saved by default to the selected year's folder.
  6. Click UPLOAD to add the document to the system.

Uploading Multiple Files

You can also add several documents to the system at once. To do so:

  1. Go to the Documents section, then to the Your Documents subsection, then click on NEW, then on Upload File or use the Click here to Upload area.

2. Then click the  Upload Documents button and locate on your computer the files you wish to upload:

  • To add several files from one folder, select the multiple files by holding down the Ctrl key while selecting the files. 
  • To add files from another folder, simply click on the Upload Documents button again. 

3. Add details and settings for the first document as described above.

4. When you’re finished, click  Next File to begin adding details and settings for the next file to be uploaded. You may also click on the file's name in the list.

5. When you're finished adding information for all the files that you wish to upload, click the  UPLOAD ALL button.

Uploading a Folder

To help you upload multiple files quickly, we have made it possible for you to upload entire folders at once. To add all files from a folder, click on  New, then on Upload File, then click the Upload folder button, and select the desired folder. Then proceed with file details and settings as described above. The end result is the same as if you had uploaded all the files found inside the folder(s) individually.

Please note the following about uploading folders:

  1. We process all files found in your selected folder and its sub-folders.
  2. Only images, PDFs, Word or Excel files are kept (all other file types are discarded).
  3. You will have a chance to provide details for each file found in your folder and sub-folders. 
  4. Your folder structure is not maintained when uploading to TaxDome. You will need to create folders in our system to organize your files.
  5. You cannot select several folders at once. If you need to upload files from several different folders, please use the Upload Folder button again. 

Uploading a Zip Archive

To help you upload multiple files quickly, we now let you upload zip archives which contain multiple documents. Please note that our system allows zip files of up to 100 MB.

From the user side, zip files are uploaded just like the other files. However, once a zip file is uploaded, the system will handle it differently:

  1. The zip file is automatically unzipped.
  2. Only images, PDFs, Word or Excel files are kept (all other file types are discarded).
  3. Any folders included in your zip file are discarded. You will need to create folders in TaxDome to organize your files.
  4. The original zip archive you uploaded is deleted.
  5. You will have a chance to provide details for each file we unzip. 

The end result is the same as if you had uploaded all files found inside the zip archive individually.

Previewing a Document

You can preview your files by using the built-in document viewer. Do this by clicking on the document's name or the eye icon to open the viewer. Click Close to return to your list of files.

Downloading a Document

You can also download your files directly from TaxDome.

To download a file to your computer or device:

1. Сlick on the download icon.

Note: You can also access the download link from the document viewer.

2. If prompted, choose where you would like to save the file, then click Save.

3. When the download is complete, you will usually see it appear at the bottom of your browser window. Click on the file name to open the downloaded document (Please see How to Specify Where Files Are Downloaded for more information).

Deleting a Document

To remove a document from TaxDome:

  1. Select the checkbox next to the required document(s), сlick the ellipsis (three dots)  icon on the right at the top of the table, then click on Delete Selected
  2. Click the DELETE button in the Document Delete Confirmation pop-up. 

 Note: You cannot delete files uploaded by your accountant.

Editing a Document

To edit file info, click on the ellipsis icon on the right, then click Edit. You can change the file name and the description of the file here. Click Save to save any changes.

Searching a Document

To search for certain documents, type the title or part of the title in the Search field, then click Enter.

The document list will be narrowed in accordance with the search term(s) entered. Click the cross icon in the  Search field to clear the search.

Filtering Documents

Filters are useful when you need to see documents that meet specific criteria. For example, you can quickly find Microsoft Excel files that were uploaded in 2017.

To filter your list of documents:

  1. Click the FILTER button.
  2. Select filtering by Year Uploaded or by File Type. You can select all filters or just some of them.
  3. Click APPLY FILTER.

The list will be narrowed in accordance with the specified parameters.

To clear the applied filters, click the FILTER button, then select the Reset All link.

Sorting the List of Documents

Sometimes, it is handy to sort the list rather than use filtering. The sorting option can also be used along with the search and filtering functions for even more accuracy.

You can sort the list by document name or by date uploaded. Click the arrow icon next to the NAME or DATE UPLOADED row to sort the list.