What to upload

Upload everything the client sent, as it came. Lunar Papers identifies each document, renames it, splits combined scans and files it into your folder tree.

• Include the prior-year return (PDF). It drives carryforwards, prior-year comparisons and the list of payers to expect.
• Accepted files: PDF, Excel (.xlsx, .xlsm, .xls), CSV, Word (.docx, .doc), images (PNG, JPG, WEBP, HEIC, TIFF), text, email files (.eml, .msg) and zip files. You can drag a whole folder from Finder or File Explorer.
• Limits: up to 80 MB per file and 400 MB per zip.
• Phone photos are fine, even sideways. Duplicates and junk (receipts, marketing mail) are set aside as Not used and kept in 00. Originals.
• Account numbers are masked to the last four digits in the organized copies.

Forgot something? Open the engagement and use Add documents. The new files are filed and the workbook is updated automatically.