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Vault Upload Process Times
Vault Upload Process Times
Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

The vault allows you to store documents and also upload Form 1040 returns to Tax Planner Pro in order to avoid the data entry.

Processing times vary, because there is a human element to the review process to make sure the data is correct.

On average, documents will be processed within 24 hours of uploading but will not be processed over weekends. During extremely high volume, that timeframe can stretch out to 72 hours.

For the best experience, upload as many documents as you can before you need to prepare tax plans, leaving 1-3 days before you need to work with them.

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