Upload accounting files such as TaxPrep to Cloud
If you manage your tax work in TaxPrep, you can upload your TaxPrep files to Cloud in order to track and assign work on these files as you would with any other file type.
The procedure for adding a TaxPrep file is the same as adding any other file. After the file is uploaded, Cloud will automatically create an Other Engagement and store the TaxPrep file there.
To upload a file:
Ensure that you have the Editor role or equivalent rights for the client entity.
From the Cloud menu, select Files.
Select New, and then choose Upload.
In the Entity Selector dialog, select the entity that this file will belong to.
In the File Upload dialog, select the Select Files button. Find the file in the Open dialog and click Open.
In the Share Settings dialog, choose sharing options for the file, then select OK.
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