Upload, Attach & Delete Documents
Introduction
This guide provides a step-by-step guide on how to upload, attach, and delete documents within Tax Sorted, ensuring streamlined document management.
How to Upload Document
Step 1: Log in to Tax Sorted and head to Job Dashboard.
Step 2: Now click on the Document(s) > Document (Upload) button.
Step 3: You can either Drag & Drop or click on Local Drive.
Step 4: Select documents and upload.
Step 5: The document status will be displayed on the top.
Once uploaded, the documents will be listed under the documents tab.
Step 6: Click on the Expand icon to view the document.
How to Attach Document
Step 1: Log in to Tax Sorted and head over to Job Dashboard.
Step 2: On every page of the financials, you will have a Document column, click on the Attach icon alongside the financials.
Step 3: You can now either select the documents that have been already uploaded or you can upload them via Local Drive.
Step 4: As soon as you select the document, the document will be attached and you will receive a confirmation toast message at the bottom of your screen.
How to Delete a Document
Step 1: Log in to Tax Sorted and head over to Job Dashboard.
Step 2: Click on Documents > Delete icon.
Step 3: Click on Yes to confirm the action and delete from the appearing pop-up.
Step 4: You will receive a confirmation toast message at the bottom of your screen.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.
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