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Managing documents in Pro Tax T1 and T3

by Intuit Updated 2 years ago


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:

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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:

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

Note: Documents are not transmitted to CRA.

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