Uploading your tax documents
How document requests appear and how to upload what we ask for.
Uploading your tax documents
During Filing Readiness, the documents we need don't arrive as one big list — they appear as File Requests, generated by your answers in the tax questionnaire. As you answer, matching requests show up for you to fill, so the only things you'll upload are the ones that actually apply to your return.
Each request is triggered by an answer — say Yes to filing in a particular state and we open a request for that state's identifier; tell us you sold stock and we ask for the matching tax form. See What documents you'll need to file for the full picture.
How requests appear
Your tax document requests show up alongside your other File Requests as you work through the questionnaire. 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 if something new comes up.
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 will close it out.