Upload Files

1. Navigate to your preparer’s Client Portals website and locate the Guest Exchange panel.
2. Click Upload Files. The upload screen is displayed.
3. Complete the required information fields.
4. Click Select to browse for the file(s) to upload.
5. Click Upload. A verification window appears. Click Upload again to confirm.
6. An email notification is sent to the selected preparer.

Download Files

1. Navigate to your preparer’s Client Portals website and locate the Guest Exchange panel.
2. Click Download Files.
3. Enter your email address and the Download Code provided by your preparer.
4. Click Submit.