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Workflow | Details | Supported? | |
|---|---|---|---|
| 1 | Publishing a Tax Return | You are in Tax, and click on “Share it” | Yes. This is currently the only workflow supported for the Beta release as at the end of 2024 |
| 2 | Other workflows from AE/AO | E.g. you are in Workpapers or PDF Manager etc, and click on “Share it” | Sorry - this is not currently supported |
| 3 | Other workflows - outside of AE/AO | E.g. you are in Excel / Word / Outlook / File Explorer, and use the existing add-in to | Sorry - this is not currently supported |
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