How to Send Confidential Information to Patriot Support

If you need to send confidential information to our Customer Support Department, such as set-up forms or Full Service Payroll authorization forms, you can securely upload files directly in the software. To save time, please read “What Should I Do When I Receive a Tax Notice?” before you upload it for support to review.

You can upload one file at a time. Here’s how:

1. Settings > Account Activity > View/Upload Files to Support
2. Click Add File.
3. Click Choose File.
4. Your computer files will open.
5. Click the file you want to upload on your computer.
6. Enter an optional description of the file, such as “Tax Authorization Form.”
7. Click Add to send the file to Support.
8. Your uploaded file will appear in the “Uploaded Files” list.
9. Our Customer Support Department will be notified that your file has been sent, and we will be in contact with you if needed.

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