How Document Vault Works

The document vault keeps tax preparation records organized by workspace, tax year, and record type where supported.

• Upload receipts
• Upload WHT certificates
• Upload identity/support documents
• Upload generated filing packages
• Link documents to income, expense, WHT, or filing records where available
• Access private documents through signed links
• Upload only documents you have rights to store

TaxPly uses private document handling. Avoid uploading documents that are not related to your tax preparation records.