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In this video, I'll demonstrate how to use the Documentation
Upload Tool when you receive a notice from the IRS. The new
Documentation Upload Tool will help save time from either
faxing or mailing in documentation. To get started,
you'll need to enter the URL provided in your notice. Once
the Documentation Upload Tool opens, you'll come to this
government authorization use only screen.
You want to click on the OK button if you agree with this
information.
Which then opens the IRS privacy statement. Again, read
this information and if you agree, click on the OK button at
the bottom.
This will then open up the Documentation Upload Tool. You
want to enter the Access Code as provided within your notice.
Next, enter the Tax Year that corresponds to your notice.
Then enter your First Name.
And then your Last Name.
And then enter in your Social Security Number or Individual
Taxpayer Identification Number, as appropriate. Once you've
entered that information, click on the Next button below. This
will then display the Documentation Upload screen. You
want to note that the maximum number of files that you can
upload is 40. The file types allowed are PDF, JPEG, and PNG.
The maximum file size for each file is 15 megabytes, and PDF
files must be 120 pages or less.
Also note on the screen the special characters that cannot be
contained in your file names. When you're ready to upload your
required documentation, you can either click on the Select Files
to Upload button or you can drag and drop your files within the
dotted window. I'll click on the button.
You'll then want to navigate on your computer to where your
files are located and then click on Open. You'll then see
spinning circles, which may take a few moments to process as it
scanning for viruses before it uploads it, which will turn
green once your upload has been successful. To the right of your
PDF files you'll see a Remove button. You can use that to
remove a document that you may have uploaded erroneously or you
need to upload a different document. You can also upload
additional files such as an image, again by clicking on the
Select File to Upload button or drag and dropping into the dotted box.
I'll click on the button and navigate to the image I'd like
to upload and then click on Open. I'll see the spinning
circles.
Once it's completed, you'll again see the green check marks
that it's been successful.
With images, you'll not only see the Remove button, but also a
Preview button.
Once you've uploaded all the documentation needed, you'll
then need to click on the Submit button at the bottom left of the
page.
Once completed, you'll see the screen that says that your
documents have been successfully uploaded. You can then either
click on the Exit button, or you can Submit Another Response if
you have a different notice needing documentation.
Thanks for watching.
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