Keep all your business documents organized in one place. Upload tax forms, receipts, invoices, bank statements, and any other files your business needs.
Document groups
Documents are organized into predefined groups:
| Group | What to store |
|---|
| Income-Related Documents | W-2s, 1099s, pay stubs, income statements |
| Deductions and Credits | Receipts for deductible expenses, charitable donations |
| Investments and Savings | Brokerage statements, 401(k)/IRA documents |
| Business and Self-Employment | Business receipts, contractor forms, expense records |
| State and Federal Tax Documents | Filed tax returns, notices from IRS or state agencies |
Uploading documents
- Go to Banking → Documents
- Click + Upload Documents at the top right
- Choose the Group and Year for organization
- Drag and drop your files into the upload area, or click select files to browse
- Click Upload [X] Files to upload
- Click Done once uploads complete
Supported formats: PNG, JPG, JPEG, GIF, TIFF, TIF, BMP, PDF, HEIC, CSV, XLS, XLSX
Upload limits:
- Max 6 MB per file
- Max 50 MB per upload
- Up to 10 files per upload
Managing documents
| Action | Details |
|---|
| View | Preview supported files in the browser |
| Download | Save to your computer |
| Edit | Update the group, year, or replace the file via the Update Document modal |
| Delete | Remove permanently |
Tax season tip: Upload documents throughout the year into the right groups. When tax time comes, everything is already organized and ready to share with your accountant.
