JG
Level 2
‎01-07-2020 11:34 AM

Trying to get set up for tax season, but also looking to see tax documents  2018. However unable too.The welcome box states I need to be invited by my accountant.Is this new.Pls advise!

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George4Tacks
Level 15
‎01-07-2020 11:51 AM

Do as the Welcome box tells you, contact your accountant.


Answers are easy. Questions are hard!
Just-Lisa-Now-
Level 15
Level 15
‎01-07-2020 12:25 PM

@JG  are you the accountant or the client?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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JG
Level 2
‎01-07-2020 12:34 PM

Client/Taxpayer

 

Just-Lisa-Now-
Level 15
Level 15
‎01-07-2020 12:36 PM
You need to contact your tax preparer to send you an invitation, theyre probably trying to get their software set up and running smoothly before inviting clients to submit documents.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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JG
Level 2
‎01-07-2020 12:43 PM

Thanks! I'm waiting for a reply from my Accountant. I don't remember doing this the last few years.Not a big issue, I just wanted the site ready so I can just upload my doc's when I have them.Smiley Wink

Plus like I said I just wanted to view last years doc's.

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