Upload, Attach & Delete Documents

Introduction

Here's all you need to know about Uploading, Attaching, Deleting, Renaming, Roll Forwarding and Previewing Documents. 

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.

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.

How to Roll Forward Documents

To Roll forward documents to subsequent years:

Step 1: Click on the relevant workpaper file from the Client List page.

Step 2: Click on the Documents tab. Use the checkbox in the designated column to select the document(s) you want to Roll Forward.

Step 3: Confirm the action by selecting Yes from the pop-up.

Step 4: You’ll receive a confirmation toast message once the document is successfully rolled forward.

How to Rename Documents

Step 1: Click on the relevant workpaper file from the Client List page.

Step 2: Go to the Documents tab.

Step 3: Hover over the document name and click on the Edit (pencil) icon.

Step 4: Make the changes and click on the Save icon along side. 

Step 5: A confirmation toast message will appear once the document is renamed successfully.

How to Preview Documents

You can preview documents from multiple locations in Tax Sorted.

Preview from DMS

Step 1: Click on the relevant workpaper file from the Client List page.

Step 2: Go to the Documents tab.

Step 3: Click on the Document Name to open a preview on the right side. You can expand the view if needed.

Preview from Financials

Step 1: Click on the relevant workpaper file from the Client List page.

Step 2: Navigate to the Financial Reports tab.

Step 3: Find the financial line item with the attached document and click on the Attach Document icon.

Step 4: A list of documents will appear — click on a document name to open its preview.

Preview from Workpapers

Step 1: Click on the relevant Workpaper File from the Client List page.

Step 2: Navigate to the Financial Reports tab.

Step 3: Find the financial line item with the attached workpaper and click on it.

Step 4: The Workpaper will be displayed on your screen. Click on Documents tab and then on the Document Name that you want to preview.

Step 5: This will open the Document alongside the Workpaper which will help you to view document while working on the workpapers.

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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