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TaxSlayer - 1040-SR (Web-based) | How to Access Scanned Documents, Upload New Documents
TaxSlayer - 1040-SR (Web-based) | How to Access Scanned Documents, Upload New Documents

Follow these steps to view or upload scanned documents in the system.

Nicole Lacorte avatar
Written by Nicole Lacorte
Updated over 3 weeks ago

How to Access Scanned Documents:

  1. Go to Client Search from the Main Menu.

  2. Locate the tax return, click the Tools dropdown, and select Scanned Documents.

  3. The scanned documents will be displayed.

How to Upload a New Document:

  1. Click Upload Documents.

  2. Select a file by clicking the grey area or drag and drop the file into the box.

Note: The maximum file size is 10 MB. If your file exceeds this limit, use compression tools such as:

  • Image Compression (JPEG, JPG, PNG, etc.)

  • PDF Compression

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