SmartVault User InstructionsHow to Access a PDF of Your 20xx TAX RETURN
Click on your Last and First Name by the File Cabinet Icon
Note: If you cannot see all tax years displayed, you can change the view by clicking on My Info (top right of screen), click View Preferences (top right of screen), Page Size:20. Hit Save and then click on Home (top right of screen) to continue.
Click on TY20xx by the Tax Year 20xx Folder Icon
Click on Client Tax Returns and Other Documents by the Folder Icon
This is the folder where you can access your completed 20xx Tax Return.
To view, please click on 20xx Individual Client Copy by the PDF Icon
You can then print your 20xx Tax Return by clicking File (upper left side of screen) then clicking Print, OR
Click (right side of screen) to save to your computer.
To navigate back 1 screen, close (X) the SmartVault:20xx Individual tab located on the upper right side of your screen.
OTHER SUB-FOLDERS OF TY20xx (Tax Year 20xx)
Click on Client Source Documents (20xx PDF Source Documents) by the Folder Icon
This is the folder where you can access your personal tax source documents and upload new tax source documents.
To Upload New Documents: Click on (left side of screen) and follow instructions below.
Click on Browse to locate on your computer your personal source documents
(Please notify us that your document has been uploaded via Send E-Mail Notification).
Click Send. Documents will now be uploaded and available for both of us to view.
SEPARATE PERMANENT FOLDER – LOCATED AT THE VERY TOP
Click on Permanent Folder by the Folder Icon
This is the folder where you can access other personal financial source documents and upload new personal financial source documents (i.e. Wills, Trusts, Power’s of Attorney, Insurance, Closing Statements, Passport etc.)
To Upload New Documents: Click on (left side of screen) and follow instructions above.
Uploaded documents can include but not limited to: PDF, Jpeg, word and excel files.
NEED FURTHER HELP…GIVE LORA OR RONDA A CALL (414-453-2525) OR E-MAIL US AT:
firstname.lastname@example.org or email@example.com
Office hours are 8:00am-5:30pm M-F
Charter Capital Management
2525 North Mayfair Road, Suite 210
Wauwatosa, WI 53226
© 2017 Charter Capital Management Inc.