Overview
When your accountant needs records from you, such as bank statements for the year or receipts for a VAT quarter, they send you a request, which you find under Documents we need. Each request is a short list of what they need. You upload files against each item, or tell them you have nothing for it, and they let you know if anything else is needed.
Finding Your Requests
Open Documents → Documents we need, or use See what we need in the Action required list on your home page. Requests are grouped into:
- To do: something is still waiting on you. The badge turns red only once the date to reply by has passed
- With your accountant: you have sent everything and they are checking it
- Done: requests your accountant has checked in full, and closed ones, kept for reference
Open a request to see your accountant's message, the period it covers, the date to reply by and how much is done.
Uploading Files
- 1Open the request and find the item under To do
- 2Drag files onto the item, or tap Drop files here, or tap to choose and pick them from your device. On a phone, tap Upload on the item
- 3Wait for each file's progress bar to finish. The item shows Received, thanks and stays where it is, so you can add the rest
- 4When you have sent everything for that item, tap That's everything for this one to move it to Done
You can add several files at once, up to 25 MB each and 20 per item; the limits are shown under each upload area. To send more later, use Add more files on the item. Tap a file's name to view it. If you uploaded the wrong file, remove it with the cross next to it, and tap Undo straight away if you didn't mean to.
On a phone, tap to choose lets you pick from your photos or files, so you can photograph a paper receipt and send it straight away.
When You Have Nothing to Send
If an item doesn't apply to you, for example you have no credit cards, tap I don't have any, add a short reason and tap Confirm. Your accountant sees your reason. If you change your mind, tap Change answer.
When Your Accountant Needs More
If something is missing or unclear, the item moves back to the top of To do marked More needed, with a note from your accountant explaining what they need. Upload the extra files in the same way. Once they have checked an item it shows Checked by your accountant and can't take more files; send them a message if you need to add something.
A closed request can't take new files. Send your accountant a message if you need to add something.
What's Next?
- Viewing Documents — find files your accountant has shared with you
- Messaging Your Accountant — ask a question about a request
- Your Portal Home Page — see everything waiting on you