How to Zip a Folder for Tax Preparation

When submitting a household package for tax preparation, the folder must be zipped.
Create a zipped folder containing all prep forms and tax slips for each household member.
Inside the zipped folder, use individual subfolders for each taxpayer (e.g., “John Doe - Tax Forms”, “Jane Doe - Tax Forms”).
Follow the standard naming convention as outlined in the Optimize Portal guidelines when submitting your zipped folder.

Step 1: Location the folder. Find the folder you want to compress.

Step 2: Select the folder by clicking on it.

Step 3: Control-click (or right-click). Press and hold the control key and click on the folder (or right click)

Step 4: Choose "Compress". Select compress from the shortcut menu that appears.

Step 5: A new .zip file will appear in the same location as the original folder, containing the compressed contents.

Step 1: Locate the folder you want to zip using File Explorer.

Step 2: Right-click on the folder.

Step 3: Hover over "Send to", then click "Compressed (zipped) folder".

Step 4: A .zip file will be created in the same location with the same name as the folder (you can rename it if needed).

Learn hope to zip a folder on Mac and Windows