TaxBandits Knowledge Base

Have questions? We've got you covered!
TaxBandits Support
How can I view the observations and files shared by my clients?

If the client has responded to the observations or uploaded any files through the secure client portal, you will receive an email and notification as well in your TaxBandits account. Here’s how you can access them.

  • Sign in to your Taxbandits account
  • From the 1099/W-2 dashboard, click on "Client Portal Settings" on the left-hand menu. 

Client portal

  • On the client portal settings page, you can find the ‘Files’ and ‘Observations’ options. Click on the required option to view the observations and Files shared by the client. 
     

Note: You can also use filters to filter the files based on the uploaded date and the client uploaded/created them. 

Was this helpful? Yes No

Need more help?

Get in touch with our dedicated support team Contact Us