Access documents in Prep for Taxes

Accounting professionals now have an unlimited cloud-based file storage option which can house the entire range of client engagement. Accountants can use this section to collect, store, and collaborate with firm members on important documents that lead up to the clients’ financial year end.

You can attach files or links per account line in the Review & adjust tab.

Access the documents

1. Sign in to QuickBooks Online Accountant.
2. Go to All apps , select Clients, then select Client list (Take me there).
3. Select the client file you wish to work on.
4. Select Prep for taxes from the Accountant Tools.
5. Select the current tax year.
6. Select the Review & adjust tab.
   • Select Manage docs and links to upload documents or links for each account line.
     • To add link:
       1. Select Add link.
       2. Enter the Link Name and Link Url, then select Save.
     • To upload document:
       1. Select Manage docs and links.
       2. Select Upload.
       3. Select the files to attach and select Open.
   • Select Add note to leave notes for your team.
7. To carry forward your documents from the current tax year and push them to the next, you can choose from two options, depending on which is the best for your client:
   • Carry forward entire directory: Select Carry forward previous year from the Tools ▼ dropdown and follow the steps to pull the entire directory of files from the previous year into the current year.

Note: There is no general document folder, but you can attach files or links per account line within Review & adjust.