How to scan and upload documents securely
A practical routine for turning paper into readable scans, naming them, and sending them to the right place.
Guide · Version 2 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
Why this matters
Tax documents hold identity numbers. Where you send them matters as much as what you send.
Send them here
- Use your secure portal. Your preparer gives you the link, and the hub's portal page points to it.
- Do not use text messages, social media, public chat or this community.
Scan well
- Use a flat surface and even light.
- Capture the whole page with all four corners visible.
- Use your scanning app's document mode when it has one, so pages come out straight.
- Check every page is readable before you send it.
Name files so they are easy to match
- Start with the year, then the document type. For example: "2025 W-2 first employer".
- One document per file, or clearly separate pages inside one file.
Confirm the engagement
Before you upload, make sure you are attaching to the right tax year. If you are unsure, ask your preparer in the portal.
After you send
Look for the upload receipt in the portal. If you do not get one, tell your preparer.