Finding Your Client's Return
Client Search: Start on the main screen and click on “Client Search.”
Select the Return: In the "Return List", find the return you need and click the Pen icon to open it.
Uploading Your Documents
Go to Upload Documents: On the left-side menu, click "Upload Documents", then "Upload a new document".
Choose the Right Settings: Use the "Document Type" dropdown to select the file type (like PDF). Add a keyword and title, then click "Choose File" to upload.
Troubleshooting Upload Issues
Sometimes, you might run into a snag. Here's how to handle common problems:
File Size Too Large?
If your file is too big, compress it! Here’s how:
Go to Compress PDF Files.
Click "Select File" and choose your document.
After it's compressed, click "Download", then try uploading the smaller file to TaxSlayer.
Unsupported File Type?
TaxSlayer only supports certain file types. If yours isn't one of them:
Go to File Conversion Tool.
Click "Add Files" to select your file.
From the "Convert To" dropdown, pick your desired format.
Click "Convert Now".
Download the converted file and upload it to TaxSlayer.