Upload Documents
Send documents to the secure vault and queue them for Hermes Review.
Complete Organizer
Provide the information PTS needs to prepare and review the return.
Mileage Inputs
Capture business use, destinations, trip purpose, and reconstruction notes.
Missing Items
Review evidence still needed before tax review can be completed.
Final Presentation
View generated summaries and client-facing explanations when available.
Contact PTS
Ask a question or request support from the Purnell Tax Solutions team.