Your tax or trust file in the app

If your tax advisor or trustee works with IDup, your file is in the app. You see what is still needed, you send documents, and you write to the office. You only ever see your own file.

What you see

• Your files with the deadline, for example Deadline: … and 3 days left, Due today or 2 days overdue.
• Which documents are Still needed and which are Received, for example 2 of 5 documents received.
• An Approve button where the firm asks for your approval.

If there is no file yet, the app says: There is no file for you yet. Write to the office to get started.

Send a document

1. Open your file and select Upload.
2. Take a photo or choose a file. Choose a file (PDF etc.) opens the file picker.
3. Optionally enter a Document name (optional).
4. Wait for Uploaded. Thank you. Use Upload another document for more.

The document goes into the file that is preselected, normally the open one with the next deadline. Otherwise you choose the file first.

Good to know

• Without a connection you see No connection. The upload is sent as soon as you are online.
• Only a PDF or a photo is accepted. Other types are refused with a plain reason.
• Files that are too large, or too many uploads in a short time, are refused with a plain message.
• The firm is notified at once. Your upload never appears in another customer's file.

Write to the office

Use Message to the office. Choose Regarding a file or General. See Messages between a company and a connected person.