How to Automatically Import Additional Documents into the Software from Mobile App

  1. Once taxpayer has submitted the additional documents thru the mobile app you will receive an email stating there was an additional files Submission containing the submission ID.

  1. Open your tax software program and click on Mobile App Retrieval.

  1. Enter the Submission ID/SSN and check the box Document Download Only and click OK.

  1. The Import Already Exists window will appear. Click on Yes or All to upload additional documents into the document archive.

  1. Go to the document archive to view the additional images. Most recent images will be at the top with a current time stamp.


Article ID: 775
Created: Fri, Dec 6, 2019
Last Updated: Fri, Oct 29, 2021

Online URL: //kb.erosupport.com/article-775.html