In TaxSlayer ProWeb, you can upload to a return's Scanned Documents menu a variety of file types, including image files, PDFs, and Excel spreadsheets. A return's Scanned Documents menu can be accessed in two places: in the Client List and within the return itself.
Accessing Scanned Documents From the Client List
To access the documents saved with a return, as well as upload new documents, open the Client List, then locate the taxpayer and under the Tools menu select Scanned Documents:
In the Documents window you will see any files already uploaded to the return.
To upload a new scanned document, select the blue UPLOAD FILE button, then either drag and drop a file into the window or select the "Browse files" button to navigate to the file in Windows File Explorer.
Accessing Scanned Documents From Within a Tax Return
To access the documents saved with a return, as well as upload new documents, from any menu within the return select the dropdown menu under the taxpayer's name at the top of the window, then choose Scanned Documents:
In the Documents window you will see any files already uploaded to the return.
To upload a new scanned document, select the blue UPLOAD FILE button, then either drag and drop a file into the window or select the "Browse files" button to navigate to the file in Windows File Explorer.
Additional Information: