Review requests from your accountant
Requests separates work your accountant is still waiting for from completed requests.
All topics
Topics
Find the request
- Open Requests in your client portal.
- Review Open Requests and Completed Requests.
- Open the relevant request to read its details and the information being requested.
A request detail can include a due date, document upload area and comments. Reading it does not upload a document or mark work complete. Mark as complete is a separate action; do not use it merely to acknowledge that you have read the request.
If a request is missing, check the open and completed lists and confirm you are signed in to the account it was sent to.