How to view your tax document requests

How to view your document requests

1. From the Dashboard:some text
   1. When you log into the Bench Tax App, you’ll see a snapshot of your document requests.
   2. To view all requests, click ‘View All’.

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2. From the ‘Document Requests’ Section:some text
   1. Click ‘Document Requests’ in the left-hand menu to see a full list.
   2. This section includes:some text
      1. Open document requests that need your input
      2. Requests pending review by your Tax Team
      3. Documents that have been processed

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How to upload documents 

From any document request:

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1. Click the Upload button on the right side of the request.
2. Follow the prompts to upload the appropriate document.

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How to leave comments for your Bench Tax Team

From any document request:

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1. Click the Comment button on the right side of the request.
2. Leave a note for your Tax Team with any additional context about the document.

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How to access comment threads

To refer back to any comment threads with your Tax Team:

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1. Click ‘New Comments’ in the top-right corner of the app.
2. A side panel will open, showing your comment history.

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