Submit files

How do I upload and submit files?

You have received a list requesting documents to be uploaded for your accountant.

For more information on the structure of the list, please refer to this article.

Each item on the list requires a response, which can be provided in the following ways:

1. Upload one or more files
2. Indicate that the requested item is not available or not applicable
3. Ask a question

The Item Screen

For each item, you will see what needs to be provided:

Click an item to open it:

You have the following options available:

1. Indicate if a requested file is not available or not applicable.
2. Click on the Comments tab to leave a question or note for your accountant.
3. Upload the required file(s) here.
4. Use the navigation buttons to move to the next or previous item in the list.

Uploading files

You can upload one or more files by either:

• Dragging and dropping them directly from your file explorer into the designated upload area
• Clicking the Select Files button to choose and upload your files

Please note that sometimes the accountant may specify that only one file can be uploaded for a particular item:

Tip 1: If you need to upload a large number of files for a single item (e.g., more than 20), it is advisable to compress them into a single ZIP file before uploading.

Tip 2: Please be aware that uploading very large files may take some time. Be patient while the upload completes. Files up to 1GB are acceptable, but the upload process can take 1 to 2 minutes.

Replacing files

Did you upload the wrong file? You can easily remove it and upload a new file:

• Click the ellipsis (...) button next to the uploaded file and select Delete.

Item status

The accountant will want to know whether you have finished uploading the necessary files or if there are additional items or changes pending. To communicate this, the status of each item is utilized.

The following statuses are available: