Uploading your tax documents
How tax document requests can appear, how to upload them, and what to do if something looks missing.
During Filing Readiness, the documents we need usually arrive as File Requests instead of one big list. Your questionnaire answers help Uplinq decide what to request, and your tax contact may add more requests after review.
Open File Requests
Tax document requests appear with your other requests.
Choose the matching request
Open the request so the upload lands against the right item.
Add the file
Select a clear PDF or photo only when you are ready to submit.
Watch the request status
Requests move from TODO to PENDING REVIEW and then Complete after review.
Many requests start with your questionnaire answers. For example, filing in a particular state may point us to that state's identifier, and selling stock may point us to an investment tax form. See What documents you'll need to file for examples.
How requests appear
Your tax document requests show up alongside your other File Requests as you work through Filing Readiness. Expect the list to grow while you answer — that's normal — and check back as you go so nothing waits on you near the deadline. New requests can also appear after your Filing Readiness meeting or after Uplinq reviews your answers.
Uploading what we ask for
The mechanics of responding to a request and uploading files are the same as any other File Request in Uplinq — there's nothing tax-specific to learn. We've documented that flow in full here:
The step-by-step for finding a request and uploading to it lives in Uploading files & using File Requests. It works exactly the same for your tax documents.
A few tips that help during Filing Readiness specifically:
- Upload to the matching request so each document lands against the right item — that's how we know what we've received and what's still open.
- Clear PDFs or photos are fine. If a document runs to several pages, include all of them.
- Not sure a file is the right one? Leave a comment on the request and we'll confirm before it holds anything up.
- Work the list down to empty. Once your open tax requests are filled and your books are finalized, your part is essentially done.
If something was requested that truly doesn't apply to you, don't force a file. Leave a comment explaining why, and your tax contact can review it.
If you expected a request and do not see one, ask your tax contact before assuming the document is not needed.