Re-sending documents to accountant

Depending on the accountant's settings, you may or may not be able to re-send documents to the accountant.

Settings in accountant portal

The accountant can set in the accountant portal whether users can manually forward documents to the accountant or not. This setting must be correct to have the ability to send documents to the accountant.

Manually re-send documents to the accountant

Go to documents and select the documents to be re-send again.

Then click on the little flyer at the top: ‘Send to accountant’.

You will then see a pop-up where you have to check the box and then click OK:

This will re-send the documents to the accountant.