Uploading documents
Effortlessly upload your documents, zip files or folders for your accountant. Here, we'll show you how.
Covered here:
Note: The maximum upload size is 300 MB, and some file types are not supported. Learn more in the detailed article.
Upload a document
To upload documents to your portal:
1. Choose your preferred upload method:
- Drag documents and drop them to the Recent or Folders tab on the Documents page, or directly into a folder or subfolder.
- Click Upload documents on the Documents or Home page.
2. Browse your computer for one or more files for upload, then select folder or subfolder to store them, if needed.
3. If your firm uses Automatic document renaming and it works incorrectly, you can toggle it off, edit or restore file names.
4. Check I'm completely done uploading once all requested documents are uploaded. This notifies your accountant to proceed.
5. Click Upload. A progress bar will track the upload. If errors occur (e.g., due to unstable internet), you will see a warning and can retry.
Upload a folder
To upload entire folders:
1. Choose your preferred upload method:
- Drag folders and drop them to the Recent or Folders tab on the Documents page, or directly into a folder or subfolder.
- Click Upload folder on the Documents page.
2. Select folder or subfolder to store files, if needed.
3. Click Upload.
4. If your firm uses Automatic document renaming and it works incorrectly, you can toggle it off, edit or restore file names.
Note: Your folder structure carries over. All documents are placed in the selected TaxDome folder within their original folders.
Upload a zip file
To quickly upload a bunch of documents at once, use a zip file. Zip files are uploaded like other files. However, once a zip file is uploaded, TaxDome handles it differently:
- The zip file is automatically unzipped.
- Folders on the zip will not replicate on TaxDome, so you’ll need to create new folders on TaxDome to organize your files.
- The original zip archive you uploaded has been deleted.
