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Account management for SurePrep customers

Unbilled and In Preparation Binders

To view
Unbilled & In Preparation Binders
, go to 
Admin
, 
Billing
, then 
Unbilled & In Preparation Binders
.
Select Unbilled & In Preparation Binders.

View Unbilled & In Preparation Binders

  1. Select the 
    Tax Year
     picklist, and select the binder’s tax year.
  2. Select the 
    Service
     picklist, and select the service used for that binder.
    Select your service from the Service drop-down menu.
  3. Select the date range. Select the calendar icon  next to 
    From
     and 
    To
    . Select the date from the dropdown calendar for each icon. You may also enter dates manually in the text fields. This will help filter the unbilled binders according to the date range.
  4. After you select the tax year, date range, and service select 
    Details 
     . This will let you view the details and summary of Unbilled and In Preparation Binders.
  5. The billing information will appear ordered by the date the billing invoice was created. You can view the billing date on the
    DATE CREATED
     column.
View Details
Once you select 
Details
, multiple columns and rows will appear. Here you can view the details for
Unbilled & In Preparation Binders
.
View Summary
To view the summary for
Unbilled & In Preparation Binders
 binders, select 
View Summary
 on the details screen.
Other Form Fees column
The
Other Form Fees
 column lets you view the number of forms in a particular return and its billing calculation.
To view details about the amount, select a value under the 
Other Form Fees
 column. 
A window will appear with a detailed description of the forms associated with the amount.
Expedite Column
You can view expedited fees charged for
1040SCANverify Onshore
 and 
1040SCANverifyOffshore
 under the
Expedite Fee
 column.
Refunded and Deleted columns
Deleted binders,
Deleted On
 and
Refunded On
 column for that particular record (the created record was created when the binder was charged) will be updated with a timestamp. 
If a binder is deleted and the Service and LS (Leadsheet) unit fee is refunded, then a new entry will be added in red color that shows charges that were reversed/refunded for that binder. Deleted binders won’t be refunded if the verification had already completed. 

Custom Column Filters (Column Setup)

You can use
Column Setup
 to save
Custom Column Filters
 that let you customize results to only show and export selected columns.

Export Unbilled & In Preparation Binders

Before you export the details, select the date range from the 
From
 and 
To
 options, then select 
Export to Excel
.
You can open the file once the download completes.

This article applies to:

  • Product: SurePrep