How do I get my tax documents to Charitax electronically?

How do I get my tax documents to Charitax electronically?

If you don’t already have a Sharefile folder, email jill@charitax.com and she will set one up for you. 

Once you have access to your Sharefile folder, upload documents to the tax year we’re currently working on under the folder Put Your Tax Docs HERE. (you will get an email notification when we add you - check spam folder, if you don’t see it)

Once you’re inside the folder Put Your Tax Docs HERE, you can upload by dragging and dropping or clicking the blue plus sign, then Upload.

Once you’ve uploaded your tax document, you can edit the file name by clicking on the pencil then changing the file name to match your tax document. See examples below. 

Once you’ve finished uploading all of your tax documents, email jill@charitax.com to let us know you are ready for our team to begin tax prep! We do not get notifications when people upload items to Sharefile.

MOBILE PHONE INSTRUCTIONS: The instructions above assume you are using a computer and accessing Sharefile through a browser.  If you prefer to use the Sharefile mobile app, download “Citrix Files” from the Apple App store or Google Play store.  The first screen will ask for the “account subdomain” - enter “charitax.” Then you can process is the same for uploading pics or files to Sharefile via the app.