{"id":511,"date":"2021-01-29T17:50:22","date_gmt":"2021-01-29T17:50:22","guid":{"rendered":"http:\/\/cpabellingham.com\/blog\/?p=511"},"modified":"2021-01-29T17:50:22","modified_gmt":"2021-01-29T17:50:22","slug":"account-selection","status":"publish","type":"post","link":"https:\/\/cpabellingham.com\/blog\/account-selection\/","title":{"rendered":"Portal:  Uploads to your personal or business account"},"content":{"rendered":"<p>If you have access to more than one account in your portal (e.g. a personal and business account), please select the correct account for each uploaded document. When uploading, use the middle drop down menu to select the correct account.<\/p>\n<p>In the following example Samantha Jones has two accounts with us &#8212; her personal account (with her husband Jonathan Smith) and her business account (Samantha Jones LLC).\u00a0 \u00a0The document\u00a0\u00a0she is uploading to the portal\u00a0 is for her business taxes.\u00a0 Therefore she would use the dropdown and select her business account.<\/p>\n<p><a href=\"http:\/\/cpabellingham.com\/blog\/wp-content\/uploads\/2021\/01\/Doc-Upload-Image.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-512\" src=\"http:\/\/cpabellingham.com\/blog\/wp-content\/uploads\/2021\/01\/Doc-Upload-Image.png\" alt=\"Doc Upload Image\" width=\"637\" height=\"240\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>It really makes a difference on our end to make sure your documents are saved in the correct account.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have access to more than one account in your portal (e.g. a personal and business account), please select the correct account for each uploaded document. When uploading, use the middle drop down menu to select the correct account. In the following example Samantha Jones has two accounts with us &#8212; her personal account [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":""},"categories":[],"tags":[],"_links":{"self":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts\/511"}],"collection":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/comments?post=511"}],"version-history":[{"count":2,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts\/511\/revisions"}],"predecessor-version":[{"id":514,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/posts\/511\/revisions\/514"}],"wp:attachment":[{"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/media?parent=511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/categories?post=511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cpabellingham.com\/blog\/wp-json\/wp\/v2\/tags?post=511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}