Document Import

Document Import

You can upload documents to your account in preparation for your tax agent to review and assign them

You can upload CSV-files such as bank statements and PDF files of documents like rental statements, P60's and dividends vouchers.


  1. From your dashboard select Import Document

  2. Select upload new document and select the document you wish to upload from your files

  3. Your document will now upload and once successful you can return to the document explorer where you will see your document in the list

  4. You can repeat this process any time you need to upload more documents




Preview your document

You can also preview any uploaded documents by selecting the magnifying glass.


Download a copy

You can download a copy for your files whenever you require one by selecting the download arrow.


Delete a document

You can delete a document if you uploaded it by mistake or if it is no longer required by selecting the bin icon.


​

Watch our quick guide showing you how to import documents


    • Related Articles

    • Onboarding Overview

      Here we’ll show you how to get started with your client account. Getting started Your client account will be created by your tax agent and can be used to assist them by setting up a bank feed and uploading documents. You can also use it to keep an ...

    • Data Connections - Bank

      Connecting a bank feed There are many ways to get data into your account, including bank feeds. The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to the your ...