Secure organizer and upload guide

Know what to enter, how to name files, and what happens after you submit.

3 minute guide · Published and last reviewed September 3, 2026 · ProTax Editorial Team

Use this step-by-step checklist

1
Choose every service, person, entity, year, and bookkeeping period that applies.
2
Use clear file names such as 2025-W2-EmployerName.pdf and upload through the secure portal.
3
Do not place SSNs, tax documents, or bank details in public chat or ordinary email.
4
Review the final work plan before submission; respond to follow-up requests inside the portal.

When professional review mattersTax rules depend on facts, entity type, jurisdiction, dates, and current guidance. Use this resource to organize the conversation—not to decide a tax position by itself.

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Secure organizer and upload guide

Know what to enter, how to name files, and what happens after you submit.

3 minute guide · Published and last reviewed September 3, 2026 · ProTax Editorial Team

Use this step-by-step checklist

1
Choose every service, person, entity, year, and bookkeeping period that applies.
2
Use clear file names such as 2025-W2-EmployerName.pdf and upload through the secure portal.
3
Do not place SSNs, tax documents, or bank details in public chat or ordinary email.
4
Review the final work plan before submission; respond to follow-up requests inside the portal.