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Tax document

  1. Open a tax document in AE/AO

  2. Select Reports then Print Return…

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  3. Click OK then Preview

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  4. Click the Share It button

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  5. The Nimbus Profiler will appear

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    1. The File Name, Client and Folder are currently read-only

  6. Select a Category if required

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    1. Only Text type custom fields will be available in this release

    2. Once the document is saved in Nimbus, you can modify the Properties to complete other metadata or custom fields

  7. Click Save

  8. The document will be saved into Nimbus. Click Yes to view the document

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  9. A new browser tab will be opened with the document in Nimbus. You will be required to log in if you are not already logged in the browser

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    1. You can Edit, Download, Sign, Modify the document Properties, Link a document or add a File Conversation.

    2. The Home button will redirect you to the Nimbus home page.

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