How do I add files to a card?

Created by Christine Manickum, Modified on Wed, 17 Apr at 4:45 PM by Christine Manickum

If you click on a tax filing card, you will now see an improved way to upload files:

There are two ways of uploading files to a tax filing card:

Drag and drop

Select the files you would like to upload from the relevant folder and drag the pointer with your selection into the relevant card you would like to upload the files to.

You can only upload a maximum of 10 files at a time.

Browse and upload

Within a card, click on Browse

Navigate to the applicable folder and select the files you would like to upload and click Open

The files selected will be added to the card.

Why has my file upload failed?

There are a three reasons an upload may fail:

The file size is too big

A maximum file size of 10MB per file may be uploaded to a tax filing card. If your file is greater than 10MB, the following message will be displayed:

The file type is not supported

More than 10 files are being uploaded at a time

A maximum of 10 files may be uploaded at a time. If you try and upload more than 10 files, the following message will be displayed: