Upload tax documents

You can upload tax documents at any time throughout the year. However, we recommend that you do not upload documents for a year for which you've already completed a tax questionnaire.

To upload a file, drag it from your desktop or a network location to the "Drag and drop files here" area of the Tax > Upload Documents tab.

  • You can also upload files by clicking the Browse for files button and navigating to the files.
  • Larger documents may take several minutes to upload.
  • For a list of the types of files that you can add to Client Centre, see Client Centre file types.

If you upload a document with the same name as a document that you uploaded previously, you will overwrite the original document.