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Internal Only Source Files (Not Visible to Clients)

By Dionell Cruz

updated 10 days ago

Here's what is covered in this article:


Source Files Section Overview

To better organize your tax program files and proprietary spreadsheets (e.g. Proseries or Lacerte files), you can attach files to your clients’ profiles by browsing to the Docs > Source Files subtab of the client's profile.

This section is solely for your convenience and will not be visible to your clients. The documents attached for any given client will only be visible to the firm owner and the team members who are responsible for that client. (See this article for more information on how to set up team permissions and access rights.)


The following info is available here:

  • Name - The document’s title. An icon showing the file type will appear next to the document’s title.
  • Date - The date that the document was uploaded. Documents are grouped by year.
  • Uploaded by - The name of the team member who uploaded the file.
  • Description - The description is optional. It can be added by an accountant when they are uploading the file.

Uploading Internal Only Source Files

There are several ways to upload documents to TaxDome. You may do this:

  • By using +New button on a Sidebar
  • From any tab in the Clients section, or by
  • From the TaxDome Windows App.
  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. 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 check the permitted file types here.

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

2. Select File Destination - Internal Only File.

3. Select a tax year. 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. Add a text description (of up to 150 characters) to give viewers an idea of what the file includes.

5. Select the folder you wish to upload the file to. If no folder is selected, the file will automatically be saved to the selected tax year.

6 Click Upload to add the file to the system.

Uploading Multiple Files/Folders 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 or Source Files subtab, and then drag-n-drop a file to the allocated area. 

3. Enter details for the first file you wish to upload as described above. Don't forget to change the destination to Internal only file for each file.

4. Click Next File to move to the second file and begin entering details for that file. You may also click the file names in the list to move from file to file.

5. When you've finished entering details for all the files you wish to upload, click the Upload All button.

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.

Downloading Files

You can download files at any time.

To download a file to your computer or device,

  1. Click on the download icon.


2. If prompted, choose where you would like to save the file, then click Save.

3. When the download finishes, you will usually see it appear at the bottom of your browser window. Click on the file name to open the downloaded document (please see How to specify where files are downloaded).

Deleting Files

To remove a file from the system:

  1. Click on the ellipsis icon, then click Delete.

2. Click on the Delete button on the File Delete Confirmation pop-up.

Searching for Files

To search for a file, type all or part of the file’s name into the Search field, then click Enter.

The file list will be narrowed in accordance with the specified parameters.

Note that you can also search for documents from the Sidebar. This is useful when you're not in the client profile. Sidebar search will work anywhere in the system. Therefore, you can quickly find documents from any client.

Filtering Files

Filters are useful when you need to see only the files which meet a specific criteria. For example, filtering would allow you to quickly find all of the PDF files that were uploaded in 2018.

To filter your list of files:

  1. Click the Filter button

2. Filter the files by Year Uploaded or File Type. You can choose to apply several filters or only one filter depending on what you wish to search for.


3. Click Apply filter.

The list of files will be narrowed in accordance with the specified parameters.

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