Prep for Taxes documents are moving
QuickBooks Online Accountant
To streamline your document storage and retrieval in the Prep for Taxes area in QuickBooks Online, we’re merging the Documents and Review & adjust tabs. This means from mid-March, any documents stored under the Accounts folder in the Documents tab will be automatically relocated to the relevant accounts in the Review & adjust tab. Consequently, the Documents tab will be removed.
Importantly, if you have saved any documents in the General folder at the top of the Prep for Taxes screen (see below), these will need to be downloaded and stored securely prior to 15 March as these documents won’t be relocated.