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Tax Satements

JG
Level 2

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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JG
Level 2

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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5 Comments 5
George4Tacks
Level 15

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


Answers are easy. Questions are hard!
Just-Lisa-Now-
Level 15
Level 15

@JG  are you the accountant or the client?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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JG
Level 2

Client/Taxpayer

 

Just-Lisa-Now-
Level 15
Level 15
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

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.