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  • Writer's pictureJones Tax

Accessing Client Portal and How-to Download & Upload

How do I get access to my tax returns? How do I get my payment vouchers?

When you log into your client portal you will have access to your tax documents.


  • Click on Files

  • Select the Tax Folder

  • Select the Year

  • Select Client Tax Return Folder

  • Highlight your tax return or payment vouchers you would like to download.

Here a couple of quick videos on downloading and uploading files in your client portal.

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