Save incoming attachments to pending tax documents folder
Save incoming attachments to pending tax documents folder
Your tax email attachments arrive unlabelled and require manual renaming and downloads. Files are renamed to client-year and saved to the pending tax folder for same-day processing.
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Overview
Stop letting tax attachments sit in inboxes and slow down processing; this workflow gives your IT staff and tax coordinators consistently named client-year files without manual work. Files land in the pending folder within minutes of receipt, enabling same-day handoff to preparers.