Attach a document to a completed compliance event πŸ“Ž


Keep a record of your past tax documents.

After marking a compliance event complete, you can upload documentation to it for future reference. 

Click your business name in the upper-right corner and select Taxes from the drop down menu. Then click on the Documents & Filings tab. 

Locate the completed compliance event and click Attach Document

Select the file to upload.


Now, you can easily access important documents based on the date and compliance event type. The documents you download here can also be found under the Documents section in the Client Uploads folder. 

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