SO10256 - Uploading a Client to Support Team (Button Bar)
Description:
Uploading a client to Technical Support for review.
Links:
Utilities Menu

* At times it is necessary to upload a client file to the Technical Support department for review. To do this follow these instructions:

  1. Check to see that you currently have an active Internet connection.

  2. You may select the upload feature four different ways. The first two can be done by opening the client file you wish to upload to support, the the last two ways can be done from the Client Selection Screen.

    1. Click the Upload button on the button bar located at the top of the screen (figure 1).


      2. (figure 1)

    2. Click on the Utilities menu and select Upload Client to Support Team (figure 2).


      3. (figure 2)

    3. From the Client Selection Screen, click on the Utilities Menu and select Upload Clients (figure 3). You will want to select the option to upload to TaxWorks Support Team and click Upload (figure 5).


      4. (figure 3)

    4. From the Client Selection Screen, click the Upload button on the button bar (figure 4). You will want to select the option to upload to TaxWorks Support Team and click Upload (figure 5).


      5. (figure 4)


      (figure 5)

  3. You will then be asked if you would like to attach a note. This option will allow you to attach a note describing the issue (figure 6).

      4. Note: It is not necessary to attach a note to an uploaded return if you are speaking with a Technical Support Agent.


    (figure 6)

  4. A Security window will open up. Select to either Opt Out or Close (figure 7).

    • Opt Out will send the return to TaxWorks Support exactly how it is.

    • Close will mask the SSN/EIN and other important information in the return when it is sent to TaxWorks Support.


    (figure 7)

  5. A window will appear that displays the progress of the upload. When the upload has been completed, you will see a message stating that the upload has been successful (figure 8).


    6. (figure 8)

  6. Your client's return has now been uploaded to the TaxWorks Technical Support department.

      7. Note: It is important to remember that a TaxWorks Support Agent will not be aware that you have uploaded a return if they have not asked you to do so.