DM Docs

6 STEPS

1. The first step is to open TAX HOUND and go to the Client Manager for your taxpayer. click DM Docs

2. That’s it. Your done.

There is an alternative method for accessing DM Docs if you are using Direct Input Mode.

Currently DM Docs is not supported when using Interview Mode to prepare the return.

3. If you are using Direct Input Mode you can access DM Docs inside the return. Click Edit

4. If prompted select Direct Input and Click Save and Continue

5. Click DM Docs

6. DM Docs will allow you to scan (using a webcam or supported scanner) or upload taxpayer supporting documents such as w2, ssn cards, and identification.

You also can store the signed copy of the tax return.

That’s it. Your done.