Ensuring that your clients can efficiently upload their documents to your virtual office is essential for a smooth tax preparation process. Follow the steps below to guide your clients through the upload process on SmartWiz.
Step-by-Step Guide to Uploading Documents
Access SmartWiz
Go to SmartWiz Login.
Log in to your account using own credentials.
Navigate to the Documents Section
Once logged in, go to the Documents tab on the dashboard.
Adding a New Document
Click the "Add Documents" button.
Select the Tax Year for which the document is being uploaded.
Choose the appropriate Form Type from the dropdown menu.
Uploading the File
Click the "Upload" button.
Browse and select the required document from your device.
Ensure the file is clear and in the correct format (PDF, JPG, or PNG preferred).
Finalizing the Upload
Double-check that the correct document has been uploaded.
Click "Submit" to finalize the upload.
Troubleshooting Common Issues
Unable to Log In: Ensure the correct email and password are used. If issues persist, reset the password via the "Forgot Password" option.
Document Not Uploading: Check for browser compatibility and disable any pop-up blockers.
Tax Year or Form Selection Missing: Refresh the page or log out and log back in.
If any issues arise during the upload process, feel free to reach out for assistance. Ensuring accurate document submission is key to a seamless tax preparation experience.