The Upload Process
Follow these steps to initiate your tax planning workflow:
1. Navigate to Tax Planning
From the left-hand navigation bar, click on Tax Planning.
2. Open the Upload Modal
If you've already uploaded a client's tax return into the Vault, then you'll see it appear in the bottom of the Tax Planning tab. Click Extract to kick off the extraction process.
If you have not uploaded a client's tax return into the Vault, you can either select Add Documents to upload directly from your computer or select Request Documents where you can edit a pre-filled template to email your client directly from the app. If you choose this option, your client will receive an email with a verification code to enter into a secure portal to upload their document(s). Once uploaded, you will see them appear in your Vault and at the bottom of the Tax Planning tab.
Click the Add Documents button on that card. This will trigger the secure upload window.
How to Verify Your Upload
Once the process starts, you can track progress through these visual indicators:
Live Progress Bar: An Uploading Tax Document modal will appear, showing a real-time percentage and status updates (e.g., "Document uploaded" and "Extracting document data").
Processing Status: You will see a message while the AI extracts data. Wait for this to change to Processing complete.
Success Confirmation: When finished, the modal will display Upload Complete.
Next Steps: You will now be routed to an Overview page summarizing key figures from your client's tax return.