Question
Is there a way for business returns and individual returns to have separate upload areas in the same portal link? As it stands now, what you upload in one, it is shared.
For example,
We have a client who we do the 1040 return as well as their 1120s. We can create the 1040 return and 1120s under the same profile and send a portal out, but unless the client labels their documents properly, all documents get uploaded under one portal area that is shared between the two returns. There is no option for "Business" or "Individual" when the client is uploading.
We have a client who we do the 1040 return as well as their 1120s. We can create the 1040 return and 1120s under the same profile and send a portal out, but unless the client labels their documents properly, all documents get uploaded under one portal area that is shared between the two returns. There is no option for "Business" or "Individual" when the client is uploading.
