Managing docs inside chats
It's a good idea to use Chats as a quick and convenient place for exchanging documents (think: your W2, 1099-MISC, 1099-K, 1099-SA, etc.). The maximum allowed file size for uploading is 300 MB.
Covered here:
Uploading documents
You can either upload document from your device or link documents that are already uploaded to TaxDome.
Click on the 📎 Attach button at the bottom of the chat thread, then select your preference:
- Attaching files from TaxDome: Select From TaxDome, then click the folder and choose the documents.
- Uploading files from your computer: Select From my device, then locate the documents you want to upload and select the folder where you want to upload documents.
- Uploading Zip archives: Select From my device, then locate the compressed file you want to upload. It will automatically unzip. Here's more on uploading zip files.
If there are any docs attached to the chat thread, a Documents tab appears inside the thread with the paper clip icon in the chat thread name. Open this tab to see all documents attached or click + Add document to attach more.
Removing documents
If you upload the wrong document, remove it by going to the Documents tab in the chat thread and clicking the trash can icon to the right of the document name.
Viewing documents
View any of the files you or your accountant uploaded to Chats by going to the Documents tab in the chat thread and clicking on the eye icon to open the document viewer. Click Close to return to the Chats screen.
Downloading documents
Download a document uploaded to Chats onto your computer or device by going to the Documents tab in the chat thread and clicking on the download icon.
Learn more about specifying where files are downloaded.
