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How to Upload Documents to the Portal

  1. In the “My Folder” field on the left side of the screen, select the “Documents to Preparer” folder

  2. Select the “Upload” link at the top left corner of the “Documents to Preparer” field

  3. In the “File Upload” screen, under the words “Select file(s) then click Upload,” click on the grey box with the words “Select file(s)” on the right side of the box

  4. From your computer’s documents menu, select the file you wish to upload

  5. Once you have selected the desired file, double click on the file OR click “Open

  6. Your selected file should now appear in the grey “Uploading Files” box

  7. If you wish to upload more files, repeat steps 3 through 5

  8. Once you have selected all the files you wish to upload, you should see them in the grey box under the words “Uploading Files

  9. Click the “Upload” option at the bottom left corner of the “File Upload” screen

  10. Your files should now appear in the “Documents to Preparer” field

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