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Your accountant advisor will send you documents to view and , file or to actionapprove. You 'll be able to can access all your documents from the Documents tab.

Upload a document for my accountant
UI Expand
expandedtrue
titleClick Documents to
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 documents
Sort

Filter and

filter

sort your documents list

according to what your looking for. See ? for more info. 

based on what you're looking for using the Filter button and sort option.

View an associated task

If a document is associated with a task, you

'll be able to

can view the details of the task

.

Click the task icon associated with the selected document.

Share your documents 
Edit your document tags  

from the document details.

Upload files

If you need to send your

accountant more information, see Uploading a document

advisor documents, click upload (Image Added).

ui-expandtext-box
titleIcons on the page
 Image Removeda Word document
Image Removeda PDF document
 an image file
 a text file

 

 

typenote

Need to delete a file?

This can't be done from your portal. You'll need to get in touch with your advisor, and they can delete it for you.

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titleRelated topics
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Topic 1

Topic 2

Topic 3

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titleTroubleshooting
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Support note 1 (AU)

Support note 1 (NZ)

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More »

Viewing my documents

Filtering and sorting my documents

Details of a document

Sending documents

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