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Your accountant will send you documents to view and file or to action. You'll be able to access your documents from Documents.

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View a document and its details

Click on a document in the displayed list to view it in your PDF viewer.

See Viewing my documents for more info.

Filter your documentsSort and filter your documents list according to what your looking for. See ? for more info. 
View an associated task

If a document is associated with a task, you'll be able to view the details of the task.

Click the task icon associated with the selected document.

View documents received from your accountantClick Received on the Document page to view a list of all the documents that you have received from your accountant.
View documents you've sent to your accountantClick Sent on the Document page to view a list of all the documents that you have sent (uploaded) to your accountant.
Share your documents 
Edit your document tags  
Upload a document for my accountantIf you need to send your accountant more information, see Uploading a document.
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 a Word document
a PDF document
 an image file
 a text file

 

 

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Support note 1 (AU)

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