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

Click Documents to
View a document and its details

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

See Viewing my documents for more info.

Filter your documents

Sort and filter your documents list based on what you're looking for.

See Filtering my documents for more info. 

View an associated task

If a document is associated with a task, you can view the details of the task.

Upload a document for my accountantIf you need to send your accountant more information, see Uploading a document.
 
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