You're in the right place in raising your concerns, Rhonda. You can upload forms via the attachments section in QuickBooks Online.
When preparing your taxes, you can keep a copy of your tax form for your records. One effective way is to scan or save a digital copy of your tax form under the Attachments section.
- Log in to your QuickBooks account.
- Navigate to the Gear icon. Upload the tax form from the Attachments section
- Click the Upload box and select the tax form file from your computer.
- Give the file a name and select any relevant tags or categories.
- Click the save button to upload the tax form to your QuickBooks account.
Once uploaded, the tax form will be accessible to other users with appropriate access permissions.
Furthermore, you can review this page for more information about managing their roles and limiting their access: User Roles and Access Rights.
There you have it, Rhonda. I am confident you'll be able to achieve your goal through the steps given above.
