Upload , Attach & Delete Documents

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 View 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.



    • Related Articles

    • Streamline Workpapers: AI-Powered Data Extraction and Integration from Uploaded Documents

      Introduction With tax Sorted, now create automated workpapers using supporting documents. With just a few clicks, you can upload and process documents, extract data, and generate accurate workpapers with the help of Workpaper Templates and ...

    • Journal Management: Add, Save, View, Edit, Delete & Send to Xero

      Introduction Did you forget a journal entry? No worries, Tax Sorted has got you covered! We have made it easy to add journal entries from multiple places and at various stages. View user-created and imported journal entries for comprehensive ...

    • Roll Forward Workpapers

      Introduction You can Roll forward Workpapers to subsequent years if the same workpaper applies there as well. Follow the steps below to roll forward workpapers and remove roll forward when not required. How to Roll Forward and Remove Roll Forward ...

    • Reviewing Financials

      Introduction This article guides you through the key functionalities of Tax Sorted, from accessing the General Ledger for transaction overview to analysing Profit & Loss statement and Balance Sheet for financial performance insights. Learn how to ...

    • Understanding the Dataflow Among Tax Sorted, Xero Practice Manager, Xero Ledger, & DMS

      Introduction This article provides a comprehensive overview of the data flow between Tax Sorted, Xero Practice Manager (XPM), Xero Ledger, and the Document Management System (DMS). Tax Sorted is a tax workpaper preparation and management platform ...