In cases where users may have 4+ returns, here's what we recommend:
Upload the files to the Contact's file section:
- Click Contacts
- Search for the specific Contact
- Click on the Contact
- Click on the Files tab
- Click + Upload
- Drag & drop the files to the upload box
- Choose a year
- Choose Tax as the tag
- Click Upload
Now that the returns are uploaded, let's inform our client.
- Click on the Messages tab
- Click + Message
- Click the To field
- Select a Recipient by searching for the Contact name
- Choose a subject line: "Your Tax Returns are ready!"
- Write a description: "Your Tax Returns are ready and in your files section. To view the tax returns, click on Files on the left side of your screen."
- Click Send
NOTE: Make sure you name the Tax Returns correctly before uploading so your client can differentiate between the returns!