Level 15
12-06-2019
06:51 PM
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I doubt there's a way to "link" them to your clients tax file.
I have them all in a folder called Client Scanned Files with the file names as LastNameFirstNameTaxYear.pdf if they dribble other pages in I add a -1 -2-3 to the end of the file name.
So when I look at the Client Scanned Files folder I see:
SampleIma2014.pdf
SampleIma2015.pdf
SampleIma2015-1.pdf
etc.
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