How to upload documents

You can upload documents onto your client's file. There are three ways to upload a document to a return:

1. Upload a document via your current device
2. Upload a document via your mobile phone (Mobile Invite sent by text)
3. Upload a document via your client's mobile phone (Mobile Invite sent by text)

Please note: Uploaded documents will not be sent to the IRS.

To upload a document via your current device

1. Once signed in to your ProDesk account, select Enter Return on the return you would like to upload a document to.
2. Select Upload Documents on the Navigation page.
3. Select + Upload a new document.
4. Add a Document Title (e.g. 1099-R, or SP 1099-B) and select a Document Location by clicking Choose File. The Document Title will be the document's identifying name.
5. Once the document has been uploaded, click Continue.

To upload a document via your mobile phone

1. Once signed in, select Enter Return on the return you would like to upload a document to.
2. Select Upload Documents on the Navigation page.
3. Select Send me a Mobile Invite. Ensure that the mobile phone number displayed below the button is accurate.
4. You will receive a text message with a link to upload the document from your phone.
5. Once the document has been uploaded, you can view it by clicking Print Completed Forms and Documents from the Navigation page.

To upload a document via your client's phone

1. Once signed in, select Enter Return on the return you would like to upload a document to.
2. Select Upload Documents on the Navigation page.
3. Select Send [Client's Name] a Mobile Invite. If you do not see this option, a mobile phone number is missing from the Contact Information page. This is not currently available for the spouse.
4. Your client will receive a text with a Mobile Invite link requiring them to verify the last 6 digits of their SSN before uploading.
5. Once the document has been uploaded, you can view it by clicking Print Completed Forms and Documents from the Navigation page.

Common troubleshooting

"I (or my client) am not receiving the Mobile Invite text"

• Tax preparer: ensure the Mobile Phone entered on the Login & Password page of your account settings is correct.
• Client: ensure the Mobile Phone entered on the Contact Information page is accurate.
• Text "START" to 805-256-1791.

"The document is not being accepted"

• Only PDF documents are accepted.
• There is a size limit of 50 MB.