Managing Your Uploaded Documents

Our system is intended to make your documents management easier. You can use the v section to upload your documents and keep them always at hand. You can:

Uploading Documents

To upload documents to the TFX system, browse to the Documents section, and then use either of these two methods:

  • Drag and drop your chosen files into the dedicated upload area, OR
  • Click Select local files for upload button.

The maximum upload file size allowed is 25 MB.

Once you’ve selected the file(s) you wish to upload, the Documents Upload pop-up window will appear. Click Upload All to upload your file(s) to the TFX system.

You can also add extra information about the file and add it to a category if you would like.

  • Description - Specify what type of file you’re uploading and add any other pertinent info.
  • Tax Year - Choose the tax year for which you are uploading the file.

Uploading a Zip File Containing Multiple Documents

To speed up the uploading process, you can upload a zip file containing multiple documents. You can only upload zip files via the Documents > Documents You Provide Us section of the Client Area (zip files cannot be uploaded inside the Tax Questionnaire nor should you email them to your preparer).

Here's what happens when you upload a zip file containing multiple documents:

  1. The system automatically unzips the file into a new folder with the same name as the zip file you uploaded.
  2. The system automatically deletes all files that are not images or documents.
  3. The system scans the files for the viruses and deletes any files that are infected.
  4. The system then deletes the original zip file you uploaded.

The maximum upload file size for an archive (i.e. zip file containing multiple documents) is 50 MB. 

Managing File Names if the File Already Exists

You cannot have multiple files with the same name in the same year folder. If a file with the same name as the file you are trying to upload was added earlier, the system will ask you how you’d like to handle it.

You have four options:

  • You can rename the file by selecting Rename, typing a new file name, and then clicking Upload All.
  • You can replace the old file by selecting Replace and then clicking Upload All.
  • You can upload the file to the directory of another tax year by selecting another tax year from the list, and then clicking Upload All.
  • Or, if you don't want to upload the file after all, you can select Cancel.

Managing Uploaded Documents

Files are categorized by tax year. For each year, the total size of all the files, and info about the last update will be listed.

To manage them for a certain year, click the year link.

From here, you can manage all the files that fall within the selected year. You’ll be able to see the date the file was added and the number of pages (in PDF files).

Creating Directories

You can create directories inside tax year folders to make documents management easier. 

  1. Click new directory icon next to the year folder.
  2. Type the directory name, then click Save flder.

Moving Documents

You can easily change the directory or year of a file by following these steps:

  1. Select the check boxes next to the names of the files/directories you wish to move.
  2. Click the Move to button at the top of the file list.
  3. Select the new tax year and/or a new directory, 
  4. Repeat for the other selected files/directories, then click Move.

Renaming Documents

You can easily change the name or description of a file by following these steps:

  1. Select the check boxes next to the names of the files/directories you wish to rename.
  2. Click the Move to button at the top of the file list.
  3. Click the pencil icon next to the file/directory name, change its name, then click diskette icon.
  4. Change the file description by editing the Description field. 
  5. Repeat for the other selected files/directories, then click Move.

Previewing Documents

You can easily preview your uploaded files using the built-in document viewer. Simply click Preview icon to open the viewer. Click the white arrow at the top left to return to the list of files.

Downloading Documents

You can also download files from the TFX system.

  1. To download a file to your computer or device, click on its name or click the download icon.
  2. If prompted, choose where you would like to save the file, then click Save.
  3. When the download finishes, you will usually see it appear at the bottom of your browser window. Click on the file name to open the downloaded document.

Dwnloading Multiple Documents at Once

You can also download multiple files at once.

  1. Select the check boxes next to the names of the files you would like to download. To select all the documents from the specific year, select the check box next to the folder name. 
  2. Click Download link at the top of the list. Selected files will automatically be added to a ZIP archive.
  3. When the download finishes, you will usually see it appear at the bottom of your browser window. Click on the file name to unzip it.

Downloading All User Documents

There is no need to select files if you want to download all documents you've uploaded to TFX system.

  1. Click Select All, then click Download. All files will be automatically added to a ZIP archive.
  2. Browse to the folder on your computer where you wish to save the documents, then click Save.

Deleting Selected Documents/Directories

You can delete multiple files or whole directories at once.

  1. Select the check boxes next to the names of the files you wish to delete, then click Delete
  2. Confirm the deletion by clicking Remove.

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