Upload client tax files to correct shared folder
Upload client tax files to correct shared folder
Your checklist uploads 1099 PDFs without a mapped client folder, leaving accounting unable to find filed documents. It files the PDF into the correct client folder and notifies owners before billing.
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Overview
Onboarding tax PDFs must be discoverable by accounting or they delay billing and review. This flow guarantees those filings are placed into the correct client drive and routes missing-folder alerts to owners, so accounting can act before the next billing run.