Answered: Re: Tax Satements

JG · ‎01-07-2020

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!

JG · ‎01-07-2020

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.

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

View solution in original post

George4Tacks · ‎01-07-2020

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

Answers are easy. Questions are hard!

Just-Lisa-Now- · ‎01-07-2020

@JG are you the accountant or the client?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

JG · ‎01-07-2020

Client/Taxpayer

Just-Lisa-Now- · ‎01-07-2020

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♥¸¸.•*¨*•♫♪

JG · ‎01-07-2020

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.

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

Tax Satements

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