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Uploading Documents on Behalf of Clients

By Dionell Cruz

updated 9 days ago

While typically clients will upload files to TaxDome on their own, sometimes you might need to do it for them. For example, say you received some documents from the client by mail and want to have them stored in their profile on TaxDome. 

Here's what is covered in this article:


Uploading a Document on Behalf of the Client

To upload documents on behalf of the client:

  1. Click the +NEW button on the Sidebar, select Document, then select the client from the list. You can see the five most recent clients here. If there is no client you are searching for among them, start typing their name, ID or email. You can also change the client’s name right in the document uploading window.

Note that if you accessed the +NEW button from the client’s profile, you will go ahead to the document uploading. You will be able to select another client after selecting files for upload.

Then click the Upload documents button and locate the file you wish to upload on your computer. The permitted file types are PDF, Word, Excel, images, and ZIP achive files. For all types of files with the exception of ZIP, the maximum upload file size allowed is 25 MB. For ZIP archive files,  the maximum upload file size allowed is 50 MB.

You can also browse to Clients > Client's Name > Docs > We Prepared subtab, and then drag-n-drop a file to the allocated area. 

2. Change the file destination to Upload file on behalf of client


3. Select a correct tax year of the document. Not that the previous year is selected by default. Please click the year to select another one. If you don't see a year in the list it means that this client doesn't have any documents for this year yet. You can add the year by clicking Add Year link. You can also select Unsorted option if you want to sort the documents later. 



4. Edit the file name (optional) and add a text description (of up to 150 characters) to give the client an idea of what the document includes.

5. Select the folder that you wish to upload the document to or create a new folder. If no folder is selected, the document will automatically be saved to the root folder.

6. Click Upload to add the document to the system. The file will be visible under Client Uploaded subtab.

Uploading Multiple Files at Once

You can also add several prepared documents to the system at once. To do so:

  1. Click the +NEW button on the Sidebar, select Document, then select the client from the list. You can see the five most recent clients here. If there is no client you are searching for among them, start typing their name, ID or email. You can also change the client’s name right in the document uploading window.

Note that if you accessed the +NEW button from the client’s profile, you will go ahead to the document uploading. You will be able to select another client after selecting files for upload.

Then click the Upload documents button and locate the files you wish to upload on your computer:

  • To add several files from one folder, select multiple files from one folder by holding down the Ctrl key while selecting the files. 
  • To add files from another folder, simply click on the Upload documents button again. 
  • To add all files from a folder, click the Upload folder button. Please note that your folder structure is not maintained when uploading to the TaxDome. You will need to create folders to organize your files in our system.

You can also browse to Clients > Client's Name > Docs > We Prepared subtab, and then drag-n-drop files to the allocated area. 

2. Add details and settings for the first document as described above. Don't forget to change the destination to Upload file on behalf of client for each file.

3. When you’re finished, click Next File to begin adding details and settings for the next file to be uploaded. You can also click the file name in the list.

4. When you're finished adding information for all the files that you wish to upload, click the Upload All button. The files will be visible under the Client Uploaded subtab.

Uploading Whole Folders

To help you upload multiple files quickly, we let you upload whole folders. To add all files from a folder, click +New > Documents, select client, click the Upload folderbutton, and select the desired folder. Then proceed with files details and settings as described above. The end result is the same as if you had uploaded all files placed inside the folder(s) individually.

Please note the following while uploading folders:

  1. We process all files found in your selected folder as well as in all sub-folders.
  2. Only images, PDFs, Word, Excel, or ZIP files are kept (all other file types are discarded).
  3. You will have a chance to provide details for each file found in your folder and sub-folders. 
  4. Your folder structure is not maintained when uploading to the TaxDome. You will need to create folders in our system to organize your files.
  5. You can't select several folders at once. If you need to upload files from several different folders, please use the Upload Folder button again. 

Uploading Zip Archives

To help you upload multiple files quickly, we now let you upload zip archives which contain multiple documents. Please note that our system allows zip files up to 50 MB.

From the user side, zip files are uploaded just like the other files. However, once a zip file is uploaded, the system will handle it differently:

  1. The zip file is automatically unzipped.
  2. Only images, PDFs, Word or Excel files are kept (all other file types are discarded).
  3. Any folders included in your zip file are discarded. You will need to create folders in TaxDome to organize your files.
  4. Original zip archive you uploaded is deleted.
  5. You will have a chance to provide details for each file we unpack. 

The end result is the same as if you had uploaded all files placed inside the zip archive individually.

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