Manage missing tax items

While in an open tax return, you can request, manage, and view missing documents from your client.

Request missing tax documents

Your client will receive an email request and can upload their documents directly to Onvio. 

  1. Open a tax return.
  2. Select Client Tasks, then Manage Missing Items.
  3. Select  Add.
  4. Choose the missing information.
  5. Enter a note to the client.
  6. Select Create email.
  7. Select Browse and choose a document upload destination.
  8. Enter a Due Date for the document request. 
  9. Select Send.

View uploaded documents

  1. Open a tax return.
  2. Select Client Tasks, then Manage Missing Items.
  3. Select the Requests sent tab.

From this screen you can see the status of the request as well as any files uploaded from the client. 


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