Managing documents in Pro Tax T1 and T3

Save time with quick access to documents in the Pro Tax T1 and T3 modules. Documents can be accessed within the return by firm members with access:

You can now upload/save and access documents.

1. Click the documents icon; the document centre opens.
2. Click the upload button and choose your file, or drag-and-drop a file from your computer:

3. Click on the document link to open it for review, download, or print.

Note: Documents are not transmitted to CRA.