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- You'll need to have Adobe Reader version 7.0 or later installed to view PDF files. If you don’t have the current version or if you have difficulty opening files, you can download and install the latest version of the Reader from the Adobe Reader page of the Adobe website.
- If new files are available in theDocumentssection of the navigation pane, NetClient CS places an alert beside the link that includes the files. NetClient CS also placesNewflags beside each folder that leads to the file and beside the new file; you can follow these flags to new files. (You can remove the flags by selectingRemove.)
- NetClient CS places alert
icons beside the files needing attention, such as tax returns, web organizers, and related files. - Depending on how we configured NetClient CS, you might receive notification messages when we upload files.
- In theDocumentssection of the navigation pane, select the link that contains the file you want to view.note
- If you don’t see aDocumentssection, you don’t have access to this area.
- Links that are named for the taxpayer contain personal documents; links that are named for companies contain business documents.
- select the folder that contains the file you want to view. Depending on the folder structure, you may need to open subfolders to access the file.
- Do one of the following.
- Select the name of a file to open it.
- To download multiple files from a folder, including any files that are in subfolders within the folder, selectDownload All. NetClient CS creates a ZIP file that you can save to your computer or to a network location.
noteDepending on how your computer is configured, you will either be prompted to save the file to your hard drive or the file will open automatically in the application.If you can't see files, you might need to delete your temporary internet files or cached files. - Print the file, or download it by selectingFile, thenSave Asand going to the folder.