Downloading Client-Submitted Tax Documents from a Request

You can download the tax documents that your clients add to their requests at any time, even when a request is incomplete. Downloaded tax documents are packaged in a single ZIP file and include:

• The engagement letter
• The organizer
• Any files uploaded by the client

Note: You must have the Requests Dashboard - IND Organizer and Tax Documents functional right to download files from a request. This is a separate functional right from the one required to download files from a Document Locker.

You can download files from any workflow status view. If you select Download tax documents on the Return Ready to Start status tab, the request is moved to the Return in Progress status tab.

After downloading files initially, if your client uploads additional files, you can choose to download just the new items. To draw your attention to these new files, the request will be included in the count on the New Documents Received tile on the Requests dashboard. Selecting to download only new items will not move the request to the Return in Progress tab.

Perform an initial download.

1. If you are not already on a Requests page, click , and then select Requests.
2. Open the status tab where the request is located by doing either of the following:
• On the Requests dashboard, click either the status name or status wedge in the Request Status section.
• From a different status page, select the status from the Request Status filter at the top of the page.
3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click for the request, and then select Download tax documents.

Performing a subsequent download of missing items.

1. If you are not already on a Requests page, click , and then select Requests.
2. On the Requests dashboard, click View missing documents.

   Note: You can also complete this procedure on a status workflow page if you know where the request currently is in the workflow.

3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click for the request, and then select Download only new items.