Uploading Documents

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 Files.

2. You will see the tree view of all documents for your account. You have two options here:

  • Drag-n-drop the files to the TaxDome folder of your choice, OR
  • Click the document upload button to the right of the TaxDome folder of your choice, then locate the file on your computer and select it. 

See Permitted file types to find out more on file types we allow. With all file types, the maximum upload size is 200 Mb. 

3.If there are no folders, that means none have been created so far. You can add folders by clicking on the three-dots icon to the right of the location of your choice and then selecting New Folder.

4. Add as many files to different folders as you like. 

5. Click  UPLOAD to add the documents to the system.

Uploading a Folder

Uploading entire folders is the same as uploading all the files inside it one by one, but much less time-consuming.To add all files from a folder, click on  New, then on Upload Files, then either:

  • Drag-n-drop the local folder(s) to the TaxDome folder of your choice, OR
  • Click the folder upload button to the right of the folder of your choice, then choose the desired local folder. 

Click  UPLOAD to add all documents from a folder to TaxDome.

Please note the following about uploading folders:

  • TaxDome processes all files in your selected folder as well as in all subfolders.
  • File types that are not allowed will not upload.
  • Your original folder structure will carry over.
  • If you need to upload several folders at once, use drag-n-drop.

Uploading a Zip Archive

Another way to upload multiple files quickly is by using a zip archive that contains multiple documents. TaxDome allows zip files of up to 200 Mb. Uploading a zip archive is the same as uploading all the files inside it individually but less time-consuming.

Zip files are uploaded the same as other files. However, once a zip file is uploaded, TaxDome handles it differently:

  • The zip file is automatically unzipped.
  • File types that are not allowed will not upload.
  • Folders on the zip will not replicate on TaxDome, so you will need to create new folders on TaxDome to organize your files.
  • The original zip archive you uploaded is deleted.