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Managing documents in Pro Tax T1 and T3
by Intuit• Updated 1 year 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:
You can now upload/save and access documents.
- Click the documents icon; the document centre opens.
- Click the upload button and choose your file, or drag-and-drop a file from your computer:
- Click on the document link to open it for review, download, or print.
Note: Documents are not transmitted to CRA.
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