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. Go to Firm Books , select Business Tax, then select Prep for taxes or Go to My menu and select Prep for taxes under Tools.
   Note: If you're using QuickBooks Online Accountant: Go to Accountant tools and select Prep for taxes.
2. Select the current tax year.
3. Select the Review & adjust tab.
   • Select the manage docs and link icon to upload documents or links for each account line under Shareholders' equity.
     • 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 the Add note icon to add notes for your team.
4. To carry forward your documents from the current tax year and push them to the next, you can select Carry forward previous year from the Tools ▼ dropdown.
5. Select Yes, carry forward.

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