Managing Your Files

Your Documents Section Overview 

Any files you have uploaded are stored in the Documents > Your Documents section. The following information about your documents is available here:

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

Uploading a Document

To upload a document to TaxDome:

  1. Go to Documents > Your Documents, then click New > Upload File or use the Click here to Upload area.
  2. Click the Upload documents button and locate the file you wish to upload on your computer. The permitted file types are PDF, Word, Excel, images, and ZIP archive files. For all types of files with the exception of ZIP, the maximum upload file size allowed is 25 MB. For ZIP archive files,  the maximum upload file size allowed is 50 MB.
  3. Select the tax year to which the document belongs.
  4. Add a text description (up to 150 characters) to give the accountant an idea of what the document includes.
  5. Select the folder to which the document will be uploaded. If a folder is not selected, the document is saved to the selected tax year folder.
  6. Click Upload to add the document to the system.

Uploading Multiple Files at Once

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

  1. Go to Documents > Your Documents, then click New > Upload File or use the Click here to Upload area.

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

  • To add several files from one folder, select multiple files from one folder 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 the file 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 Whole Folders

To help you upload multiple files quickly, we let you upload whole folders. To add all files from a folder, click   New > Upload File, click the Upload folder button, and select the desired folder. Then proceed with files details and settings as described above. The end result is the same as if you had uploaded all files placed inside the folder(s) individually.

Please note the following while uploading folders:

  1. We process all files found in your selected folder as well as in all 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 the TaxDome. You will need to create folders in our system to organize your files.
  5. You can't select several folders at once. If you need to upload files from several different folders, please use the Upload Folder button again. 

Uploading Zip Archives 

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 up to 50 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. Original zip archive you uploaded is deleted.
  5. You will have a chance to provide details for each file we unpack. 

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

Previewing Documents

You can easily preview your files by using the built-in document viewer. Simply click the document name or the eye icon to open the viewer. Click Close to return to your list of files.

Downloading Documents

You can also easily download your files directly from TaxDome.

To download a file to your computer or device:

  1. Сlick 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 Documents

To remove a document from the system:

  1. Click the ellipsis icon, then click Delete.

2. Click the Delete button in the File Delete Confirmation pop-up.

 Note: You can't delete files uploaded by your accountant.

Editing Documents

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

Searching Documents

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

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

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. Use filtering by Year Uploaded or File Type. You can use all filters or just some of them.
  3. Click Apply filter.

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

Sorting the List of Documents

Sometimes, it is handy to sort the list rather than using filtering. Also, the sorting option can be used along with the search and filtering functions for 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.