After submitting a work request with Taxfyle, you will be asked to upload some standard documents such as a photo ID and a previous tax return. Your Tax Pro will then ask for any additional documentation that they'll need (based on how you answered the intake form) so they can review them to start preparing a draft of your tax return. Some common documents that are needed include the following:

Within the job, you will see the Documents section on the left-hand side to upload documents. This is a shared space so any documents uploaded into the job are available for your Pro to access and review.

Once your Pro has completed a draft, they'll upload it to this section where you can go in to download and review it to ensure everything looks good before they e-file. After the job is marked complete, your Pro will no longer have access to your account and any documents within your profile will not be visible to them unless you link them to another project or your project is reopened. You (the client) will always have access to any uploaded documents within a job, but they're also stored within your All Documents section for future reference.

When a document is uploaded to a specific project, it will be saved both within that project and in the general document library of the user's account (All Documents). This allows for easy access to the uploaded documents within the context of the project, as well as in a centralized location for future reference.

Linking documents is essential for a smooth platform experience once you've already worked with a Pro on Taxfyle. When submitting your next Taxfyle job, you'll have the option to link any existing documents in your account directly to the job for your Pro to access.

To link documents, you'll click the "Link Existing Documents" button to pull up your document list from previous Taxfyle projects. This feature enables the user to share relevant documents across multiple projects, streamlining the document management process.

Users have the option to customize any documents uploaded after the fact by clicking on the 3 dots next to the Documents section and clicking "Details". After clicking on the "Details", you'll see the "Info" tab to change the document "Title", "Description", and "Tags". 

You can also update any document by clicking on it, and selecting the "Upload new Version" button within the 'Versions' tab for the document. Doing this replaces the current version of a document with a newer one. If you wish to revert to an older version, you can always select it within the drop-down labeled "latest version."

Once you select a document, select the 'Permissions' tab if you wish to restrict your Pro's access to it. Once you select this tab, you will see a list of all projects in which this document has been shared. Within each respective project, toggling between "Everyone" and "Just me" will either allow both you and your Pro to edit the file name/description/tags and version over it, or only allow you to edit the name/description/tags and version over it. You may also remove a document from a particular job by selecting the red removal button next to the desired project.