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 PVC New Client Information Sheet DOCX 2017

2017-2025 Form

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Instructions and help about PVC New Client Information Sheet docx

let's dig into the documents page the documents section contains all the files that have been prepared for you by your accountant as well as any documents that you have uploaded to tax Dome when you enter your documents page you will find the documents that require to be signed or approved by you placed in the waiting for Action block the green badge next to the documents icon could contain a number indicating how many documents have pending actions note that when all required actions are performed this block disappears until your accountant requests any more actions from you the documents block contains three sub-tabs but you will always have the upload documents button at the top right the recent sub-tab is the place where you can locate the 50 most recent documents that have been uploaded or interacted with either by your accountant or by yourself if you go to the folders sub tab you will find the top level folders created by your firm with different permissions on the right

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