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Is there a way for business returns and individual returns to have separate upload areas in the same portal link? As it stands now, what you upload in one, it is shared.

360TAX
Level 1
For example,

We have a client who we do the 1040 return as well as their 1120s. We can create the 1040 return and 1120s under the same profile and send a portal out, but unless the client labels their documents properly, all documents get uploaded under one portal area that is shared between the two returns. There is no option for "Business" or "Individual" when the client is uploading.
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1 Comment 1
George4Tacks
Level 15

The individual is a person.

The SCorp is not a person.

They should be different clients. 

It will work the way you have it set up, but you will spend much time trying to train a client to do something that does not come naturally.

 


Answers are easy. Questions are hard!
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