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Obtaining Tax Documents and Attachments

After creating a tax batch, the documents will be generated and available in about 5 - 10 days. To locate and attach these files after this time period:

  1. Navigate back to the Tax Batch
  2. Click the Open Payers button  Payers Button
  3. Select the Download and Attach button  Download and Attach  

After selecting this, you should receive a success notification upon completion.

Tax Attachments

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