Collections

TaxDome Windows App

By Mary Cooper

updated about 6 hours ago

TaxDome Windows App is an easy way to upload your prepared documents or internal only source files directly to TaxDome. 

Here’s what you can find out about it here:

Printing to TaxDome from Any App

You can print to TaxDome from any Windows application by using print to PDF feature. Select File > Print in the application of your choice, select TaxDome as the printer, and then click Print. TaxDome app will be launched and the document will be added to it. See Uploading Documents for the Clients for more info on in-app uploading process. 

Here's how you can send your prepared forms directly to TaxDome from ProSeries. 

First, you need to set up TaxDome as a default printer. To do so:

  1. Go to the File menu and select Print Options.
  2. Navigate to Printer, PDF, and DMS Setup tab on the left, then click Change and select TaxDome printer.
  3. Click OK.

Now, you can print your prepared documents to TaxDome. To do so:

  1. Open the client's return, go to the File menu and select Print
  2. In the Print This Client section, verify that Printer check box is selected in the Print area.
  3. Click Print button at the bottom.

Downloading and Installation

  1. First, you need to download the application to your computer. Navigate to theSettings > Windows App, then click the link, and save the application EXE file to the desired folder (please see How to specify where files are downloaded).

2. Double-click the application to begin the installation. Click Next to proceed.

3. This step will verify that your system meets the prerequisites for installation. You may need to download and install the latest version of the .NET Framework onto your computer. If that is the case, you will be redirected to the download page. 

4. Choose the install location. By default, the app will be installed into Program Files(x86)\TaxDome folder. Click Browse... if you want to change the location, then browse to the folder where you want to install the app. Click Install to begin installation.

5. If the application was successfully installed, you should see a dialog like this. Click Finish to exit the installation wizard. 

I'm getting "Windows Defender SmartScreen prevented an unrecognized app from starting" warning

If you can't install TaxDome app because of this warning, please right click on TaxDome_Setup.exe installer file, select Properties option, click Unblock button at the bottom, then click Apply. The protection will be disabled then.
 

Launch and Signing in

Once the TaxDome Windows App is installed, you can access it from the Start menu. Just select the Start icon and type TaxDome

To work with the TaxDome Windows App, first you’ll need to sign in to your account. Enter your firm's TaxDome URL, your email address and TaxDome password, then click Login.

Note that you cannot use TaxDome Windows App if you're not yet registered at TaxDome. Please create an account in our system first. 

Uploading Documents for the Clients

Uploading Documents with TaxDome Windows App is really straightforward and clear. It’s especially convenient to use the app when you need to upload documents for multiple clients at once. 

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

To upload a file from TaxDome Windows app:

  1. Click the New button, then locate the file(s) on your computer that you would like to upload. The permitted file types are PDF, Word, Excel, and images. The maximum upload file size is 25 MB.

2. Please wait while the files are uploaded, then select the client name from the list. You may use the quick search to find the required client by first or last name. 


Note that you will not be able to select the client if the file has yet to be uploaded.  

3. Select the correct tax year for the document. If the client already has the documents for the specific year it will be available on the list. Otherwise, click the Add Year link and enter the required year, then click Enter.

4. Select File Destination - Firm Prepared Document for Client.

5. Select the folder that you wish to upload the document. By default, the documents are saved into the root folder of the selected year. Click Change to select another folder. To create a new folder, click a blue folder icon, enter the folder name, then click the green icon. Click the Submit button.

6. Edit the file name (optional)

7. To lock documents to a bill, enable the Lock document to an unpaid bill? option. Once this option is enabled, the document will be visible to the client but not available for download until the bill has been paid. Select the bill you wish to lock the document to from the list, then сlick the Submit button.

Note that the Lock document to an unpaid bill? option is not available if the client doesn’t have any unpaid bills. You need to log in to your TaxDome account to create a bill.

8. Enable the Request client approval option so that the client will be able to approve or disapprove the document (specifying the reasons).

9. Add a text description of up to 150 words. While this is optional it’s recommended to add a description to give the client an idea of what the document includes.

10. If you want to upload more files, click the next file in the list or add the files from the other folder, then repeat steps 2-8. You may also drag-n-drop multiple files from Windows Explorer.

11. Click Upload files to add the documents to the system. You may watch the uploading progress in the app. The files will now be available in the Docs > We Prepared subtab of the client's profile.

Uploading Internal Only Files

You can use the TaxDome Windows App to better organize your tax program files and proprietary spreadsheets (e.g. Proseries or Lacerte files). Simply attach the files to your client's profiles and the docs will always be accessible. Note that the internal only files are not visible to your clients. Only you, the firm owner and the team members who are responsible for that client, can see these docs. 

There are several ways to upload source files to TaxDome Windows App. You may do this:

To upload a source file from TaxDome Windows App:

  1. Click the New button, then locate the file(s) on your computer that you would like to upload. You can upload all file types except the executables and the archives. The maximum upload file size allowed is 5 MB.


2. Select the client name from the list. You can use quick search by first or last name to quickly find the required client. 

3. Select the correct tax year for the document.

4. Select File Destination - Internal Only File.

5. Edit the file name (optional)

6. Add a text description of up to 150 characters. While this is optional it’s recommended to add a description to give your team members an idea of what the document includes.

6. If you want to upload more files, click the next file in the list or add the files from the other folder, then repeat steps 2-5. You may also drag-n-drop multiple files from Windows Explorer.

10. Click Upload files to add the documents to the system. The files are now available in the Docs > Source Files subtab of the client's profile.

Right Click to Send to TaxDome App

You can send documents to TaxDome app from different Windows applications from Windows Explorer or any other file manager  – simply right-click the file and select Send to TaxDome. Then go through the uploading process as described above.

Drag-n-Drop Files from Windows Explorer

If you need to send multiple documents to TaxDome app, you can drag-n-drop them from File Explorer or any other file manager. Then go through the uploading process as described above.

Viewing Upload History

Not sure if you’ve already uploaded all necessary files? You can easily view the upload history in the TaxDome Windows App. Simply click the Upload History link to see the date, file name, client info, tax year and uploading status. Click Clear history to delete this info from the app. This will NOT lead to the deletion of the files. 

Did this answer your question?